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Pinnacle Wealth Planning Services’s GXO Logistics GXO Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$2.38K Buy
46
+14
+44% +$802 ﹤0.01% 2417
2025
Q4 		$1.68K Buy
+32
New +$1.68K ﹤0.01% 2514

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's GXO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its GXO Logistics (GXO) stake by 44% in Q1 2026, buying an estimated $802 and bringing the position to 46 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Pinnacle Wealth Planning Services first reported a position in GXO in Q4 2025 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 46 shares of GXO Logistics worth $2.38K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 14 GXO Logistics shares in Q1 2026, an estimated $802.
  • GXO Logistics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2417 holding.
  • Pinnacle Wealth Planning Services first reported a position in GXO Logistics in Q4 2025 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.