Spire Wealth Management’s GXO Logistics GXO Stock Holding History

Spire 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
2026 Q2	$10.1K	Sell	200 -2	-1%	-$104	﹤0.01%	1646
2026 Q1	$10.5K	Hold	202	–	–	﹤0.01%	1600
2025 Q4	$10.6K	Buy	202 +2	+1%	+$105	﹤0.01%	1685
2025 Q3	$10.6K	Hold	200	–	–	﹤0.01%	1728
2025 Q2	$9.74K	Hold	200	–	–	﹤0.01%	1727
2025 Q1	$7.82K	Hold	200	–	–	﹤0.01%	1917
2024 Q4	$8.7K	Sell	200 -51	-20%	-$2.81K	﹤0.01%	1875
2024 Q3	$13.1K	Buy	251 +51	+26%	+$2.58K	﹤0.01%	1565
2024 Q2	$10.1K	Hold	200	–	–	﹤0.01%	1630
2024 Q1	$10.8K	Sell	200 -11	-5%	-$595	﹤0.01%	1691
2023 Q4	$11.8K	Buy	211 +9	+4%	+$504	﹤0.01%	1706
2023 Q3	$11.8K	Buy	202 +2	+1%	+$125	﹤0.01%	1681
2023 Q2	$12.6K	Sell	200 -358	-64%	-$20.1K	﹤0.01%	1736
2023 Q1	$28.2K	Buy	558 +16	+3%	+$796	﹤0.01%	1470
2022 Q4	$23K	Sell	542 -260	-32%	-$10.4K	﹤0.01%	1315
2022 Q3	$28K	Sell	802 -1,533	-66%	-$67.7K	﹤0.01%	1181
2022 Q2	$101K	Buy	+2,335	New	+$129K	﹤0.01%	1029

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