JFS Wealth Advisors’s GXO Logistics GXO Stock Holding History

JFS Wealth Advisors’s Portfolio GXO Stock Details GXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.94K	Buy	58 +1	+2%	+$52	﹤0.01%	1481
2026 Q1	$2.96K	Sell	57 -13	-19%	-$745	﹤0.01%	1392
2025 Q4	$3.69K	Buy	70 +47	+204%	+$2.47K	﹤0.01%	1358
2025 Q3	$1.22K	Buy	23 +14	+156%	+$720	﹤0.01%	1577
2025 Q2	$439	Sell	9 -64	-88%	-$2.55K	﹤0.01%	1717
2025 Q1	$2.85K	Buy	73 +12	+20%	+$501	﹤0.01%	1335
2024 Q4	$2.65K	Buy	61 +10	+20%	+$551	﹤0.01%	1367
2024 Q3	$2.66K	Buy	51 +12	+31%	+$608	﹤0.01%	1372
2024 Q2	$1.97K	Sell	39 -11	-22%	-$555	﹤0.01%	1436
2024 Q1	$2.69K	Hold	50	–	–	﹤0.01%	1335
2023 Q4	$3.06K	Sell	50 -148	-75%	-$8.29K	﹤0.01%	1251
2023 Q3	$11.6K	Buy	198 +167	+539%	+$10.4K	﹤0.01%	681
2023 Q2	$1.95K	Buy	31 +17	+121%	+$954	﹤0.01%	1394
2023 Q1	$707	Sell	14 -5	-26%	-$249	﹤0.01%	1664
2022 Q4	$811	Buy	19 +9	+90%	+$361	﹤0.01%	1648
2022 Q3	$0	Sell	10 -17	-63%	-$751	﹤0.01%	1804
2022 Q2	$1K	Sell	27 -122	-82%	-$6.75K	﹤0.01%	1539
2022 Q1	$11K	Buy	+149	New	+$11.9K	﹤0.01%	761

Other funds holding GXO

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return