True Wealth Design’s GXO Logistics GXO Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-1	Closed	-$47	–	2666
2025 Q3	$47	Hold	1	–	–	﹤0.01%	2581
2025 Q2	$43	Sell	1 -7	-88%	-$279	﹤0.01%	2412
2025 Q1	$308	Sell	8 -5	-38%	-$209	﹤0.01%	1759
2024 Q4	$561	Buy	+13	New	+$716	﹤0.01%	1070
2024 Q3	–	Sell	-295	Closed	-$14.9K	–	1296
2024 Q2	$14.9K	Hold	295	–	–	﹤0.01%	222
2024 Q1	$15.9K	Hold	295	–	–	﹤0.01%	224
2023 Q4	$18K	Buy	+295	New	+$16.5K	0.01%	208

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

True Wealth Design's GXO Position: Q4 2025 in Review

True Wealth Design sold out of GXO Logistics (GXO) in Q4 2025, closing a stake of 1 share — an estimated $47 sold.

True Wealth Design first reported a position in GXO in Q4 2023 and held it in 7 quarters. The position peaked at $18K in Q4 2023. 473 funds tracked by Wall St. Rank hold GXO as of Q4 2025.

True Wealth Design reported no remaining GXO Logistics position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 1 GXO Logistics share in Q4 2025, an estimated $47.
True Wealth Design first reported a position in GXO Logistics in Q4 2023 and held it in 7 quarters.
True Wealth Design's GXO Logistics position peaked at $18K in Q4 2023.
473 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.