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Twin Peaks Wealth Advisors’s GXO Logistics GXO Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-19
Closed -$985 – 1054
2026
Q1 		$985 Buy
+19
New +$1.09K ﹤0.01% 1905
2025
Q3 		– Sell
-6
Closed -$308 – 987
2025
Q2 		$308 Buy
+6
New +$239 ﹤0.01% 1990

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Twin Peaks Wealth Advisors's GXO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of GXO Logistics (GXO) in Q2 2026, closing a stake of 19 shares — an estimated $985 sold.

Twin Peaks Wealth Advisors first reported a position in GXO in Q2 2025 and held it in 2 quarters. The position peaked at $985 in Q1 2026. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining GXO Logistics position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 19 GXO Logistics shares in Q2 2026, an estimated $985.
  • Twin Peaks Wealth Advisors first reported a position in GXO Logistics in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's GXO Logistics position peaked at $985 in Q1 2026.
  • 479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.