Pinnacle Wealth Planning Services
GXO icon

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
Q3 		$1.69K Buy
38
+6
+19% +$291 ﹤0.01% 2520
2026
Q2 		$1.62K Sell
32
-14
-30% -$725 ﹤0.01% 2507
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pinnacle Wealth Planning Services's GXO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its GXO Logistics (GXO) stake by 19% in Q3 2026, buying an estimated $291 and bringing the position to 38 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Pinnacle Wealth Planning Services first reported a position in GXO in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.38K in Q1 2026. 363 funds tracked by Wall St. Rank hold GXO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 38 shares of GXO Logistics worth $1.69K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 6 GXO Logistics shares in Q3 2026, an estimated $291.
  • GXO Logistics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2520 holding.
  • Pinnacle Wealth Planning Services first reported a position in GXO Logistics in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's GXO Logistics position peaked at $2.38K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.