Retirement Wealth Solutions’s GXO Logistics GXO Stock Holding History

Retirement Wealth Solutions’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	–	Sell	-4	Closed	-$208	–	826
2026 Q1	$208	Sell	4 -2	-33%	-$115	﹤0.01%	780
2025 Q4	$316	Hold	6	–	–	﹤0.01%	712
2025 Q3	$318	Sell	6 -146	-96%	-$7.51K	﹤0.01%	740
2025 Q2	$7.4K	Hold	152	–	–	0.01%	263
2025 Q1	$5.94K	Buy	152 +76	+100%	+$3.17K	﹤0.01%	271
2024 Q4	$3.26K	Buy	+76	New	+$4.18K	﹤0.01%	336

Other funds holding GXO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $278M AUM 98.95% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return