Perigon Wealth Management’s GXO Logistics GXO Stock Holding History

Perigon Wealth Management’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
2025 Q1	–	Sell	-7,232	Closed	-$321K	–	1059
2024 Q4	$321K	Sell	7,232 -2,646	-27%	-$146K	0.01%	791
2024 Q3	$514K	Sell	9,878 -1,096	-10%	-$55.5K	0.01%	613
2024 Q2	$554K	Buy	10,974 +1,050	+11%	+$53K	0.02%	509
2024 Q1	$534K	Buy	9,924 +301	+3%	+$16.3K	0.02%	515
2023 Q4	$589K	Buy	9,623 +282	+3%	+$15.8K	0.02%	457
2023 Q3	$548K	Sell	9,341 -7	-0.1%	-$438	0.02%	427
2023 Q2	$587K	Sell	9,348 -923	-9%	-$51.8K	0.02%	420
2023 Q1	$518K	Buy	10,271 +142	+1%	+$7.07K	0.03%	389
2022 Q4	$432K	Buy	+10,129	New	+$406K	0.03%	417
2022 Q3	–	Sell	-8,099	Closed	-$350K	–	587
2022 Q2	$350K	Buy	8,099 +2,640	+48%	+$146K	0.03%	392
2022 Q1	$389K	Buy	5,459 +132	+2%	+$10.5K	0.03%	412
2021 Q4	$484K	Buy	5,327 +1,509	+40%	+$136K	0.03%	351
2021 Q3	$299K	Buy	+3,818	New	+$299K	0.03%	422

Other funds holding GXO

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.52B AUM 28.85% 1-Year Est. Return