Sigma Planning Corp
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Sigma Planning Corp’s GXO Logistics GXO Stock Holding History

Sigma Planning Corp’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 		$829K Buy
18,628
+548
+3% +$26.6K 0.02% 651
2026
Q2 		$917K Buy
18,080
+1,132
+7% +$58.6K 0.02% 633
2026
Q1 		$879K Buy
16,948
+1,316
+8% +$75.4K 0.02% 622
2025
Q4 		$823K Buy
15,632
+1,301
+9% +$68.4K 0.02% 612
2025
Q3 		$758K Buy
14,331
+224
+2% +$11.5K 0.02% 632
2025
Q2 		$687K Buy
14,107
+1,394
+11% +$55.5K 0.02% 652
2025
Q1 		$497K Buy
12,713
+1,167
+10% +$48.7K 0.02% 742
2024
Q4 		$502K Sell
11,546
-534
-4% -$29.4K 0.02% 740
2024
Q3 		$629K Sell
12,080
-58
-0.5% -$2.94K 0.02% 654
2024
Q2 		$613K Buy
12,138
+3,676
+43% +$186K 0.02% 643
2024
Q1 		$455K Buy
8,462
+4,728
+127% +$256K 0.01% 797
2023
Q4 		$228K Sell
3,734
-4,232
-53% -$237K 0.02% 728
2023
Q3 		$467K Sell
7,966
-34
-0.4% -$2.13K 0.02% 748
2023
Q2 		$503K Sell
8,000
-328
-4% -$18.4K 0.02% 733
2023
Q1 		$420K Buy
8,328
+334
+4% +$16.6K 0.01% 877
2022
Q4 		$341K Buy
7,994
+615
+8% +$24.7K 0.01% 915
2022
Q3 		$259K Buy
7,379
+427
+6% +$18.9K 0.01% 998
2022
Q2 		$301K Buy
6,952
+258
+4% +$14.3K 0.01% 986
2022
Q1 		$478K Sell
6,694
-10
-0.1% -$799 0.01% 863
2021
Q4 		$609K Sell
6,704
-62
-0.9% -$5.57K 0.02% 762
2021
Q3 		$531K Buy
+6,766
New +$531K 0.02% 792

Other funds holding GXO

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $142M AUM 47.58% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Sigma Planning Corp's GXO Position: Q3 2026 in Review

Sigma Planning Corp increased its GXO Logistics (GXO) stake by 3% in Q3 2026, buying an estimated $26.6K and bringing the position to 18,628 shares worth $829K. The position accounts for 0.02% of the portfolio, ranked #651.

Sigma Planning Corp first reported a position in GXO in Q3 2021 and has held it in 21 quarters since. The position peaked at $917K in Q2 2026. 136 funds tracked by Wall St. Rank hold GXO as of Q3 2026.

  • Sigma Planning Corp held 18,628 shares of GXO Logistics worth $829K as of Q3 2026.
  • Sigma Planning Corp bought 548 GXO Logistics shares in Q3 2026, an estimated $26.6K.
  • GXO Logistics made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #651 holding.
  • Sigma Planning Corp first reported a position in GXO Logistics in Q3 2021 and has held it in 21 quarters since.
  • Sigma Planning Corp's GXO Logistics position peaked at $917K in Q2 2026.
  • 136 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.