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TriaGen Wealth Management’s XPO XPO Stock Holding History

TriaGen Wealth Management’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,936
Closed -$910K – 196
2024
Q4 		$910K Sell
6,936
-23
-0.3% -$3.11K 0.31% 71
2024
Q3 		$748K Sell
6,959
-27
-0.4% -$3.02K 0.25% 83
2024
Q2 		$742K Sell
6,986
-43
-0.6% -$4.82K 0.29% 79
2024
Q1 		$858K Buy
7,029
+228
+3% +$24.4K 0.36% 67
2023
Q4 		$596K Buy
6,801
+31
+0.5% +$2.53K 0.28% 81
2023
Q3 		$505K Buy
6,770
+4
+0.1% +$276 0.26% 91
2023
Q2 		$399K Buy
+6,766
New +$306K 0.18% 111

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TriaGen Wealth Management's XPO Position: Q1 2025 in Review

TriaGen Wealth Management sold out of XPO (XPO) in Q1 2025, closing a stake of 6,936 shares — an estimated $910K sold.

TriaGen Wealth Management first reported a position in XPO in Q2 2023 and held it in 7 quarters. The position peaked at $910K in Q4 2024. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

  • TriaGen Wealth Management reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 6,936 XPO shares in Q1 2025, an estimated $910K.
  • TriaGen Wealth Management first reported a position in XPO in Q2 2023 and held it in 7 quarters.
  • TriaGen Wealth Management's XPO position peaked at $910K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.