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Whalen Wealth Management’s GXO Logistics GXO Stock Holding History

Whalen 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
Q3 		– Sell
-4,579
Closed -$232K – 230
2026
Q2 		$232K Sell
4,579
-248
-5% -$12.8K 0.1% 184
2026
Q1 		$250K Sell
4,827
-3,417
-41% -$196K 0.13% 165
2025
Q4 		$434K Sell
8,244
-5,683
-41% -$299K 0.23% 128
2025
Q3 		$737K Buy
13,927
+7,687
+123% +$395K 0.43% 53
2025
Q2 		$304K Buy
+6,240
New +$249K 0.19% 137

Other funds holding GXO

DLA
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
DM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Whalen Wealth Management's GXO Position: Q3 2026 in Review

Whalen Wealth Management sold out of GXO Logistics (GXO) in Q3 2026, closing a stake of 4,579 shares — an estimated $232K sold.

Whalen Wealth Management first reported a position in GXO in Q2 2025 and held it in 5 quarters. The position peaked at $737K in Q3 2025. 24 funds tracked by Wall St. Rank hold GXO as of Q3 2026.

  • Whalen Wealth Management reported no remaining GXO Logistics position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 4,579 GXO Logistics shares in Q3 2026, an estimated $232K.
  • Whalen Wealth Management first reported a position in GXO Logistics in Q2 2025 and held it in 5 quarters.
  • Whalen Wealth Management's GXO Logistics position peaked at $737K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.