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
2026 Q3	$1.2K	Buy	+27	New	+$1.31K	﹤0.01%	1883
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's GXO Position: Q3 2026 in Review

True Wealth Design opened a new position in GXO Logistics (GXO) in Q3 2026: 27 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #1883 among its holdings. This is a return to the name: True Wealth Design previously reported a position in GXO as recently as Q3 2025.

True Wealth Design first reported a position in GXO in Q4 2023 and has held it in 8 quarters since. The position peaked at $18K in Q4 2023. 36 funds tracked by Wall St. Rank hold GXO as of Q3 2026.

True Wealth Design held 27 shares of GXO Logistics worth $1.2K as of Q3 2026.
GXO Logistics was a new True Wealth Design position in Q3 2026.
GXO Logistics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1883 holding.
True Wealth Design first reported a position in GXO Logistics in Q4 2023 and has held it in 8 quarters since.
True Wealth Design's GXO Logistics position peaked at $18K in Q4 2023.
36 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.