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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

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Perigon Wealth Management's GXO Position: Q1 2025 in Review

Perigon Wealth Management sold out of GXO Logistics (GXO) in Q1 2025, closing a stake of 7,232 shares — an estimated $321K sold.

Perigon Wealth Management first reported a position in GXO in Q3 2021 and held it in 13 quarters. The position peaked at $589K in Q4 2023. 427 funds tracked by Wall St. Rank hold GXO as of Q1 2025.

  • Perigon Wealth Management reported no remaining GXO Logistics position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 7,232 GXO Logistics shares in Q1 2025, an estimated $321K.
  • Perigon Wealth Management first reported a position in GXO Logistics in Q3 2021 and held it in 13 quarters.
  • Perigon Wealth Management's GXO Logistics position peaked at $589K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.