Retirement Wealth Solutions LLC GXO — GXO LOGISTICS INCORPORATED

Ownership history in Retirement Wealth Solutions LLC  ·  6 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported GXO LOGISTICS INCORPORATED (GXO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows GXO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GXO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in GXO LOGISTICS INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GXO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GXO stock page Retirement Wealth Solutions LLC fund profile Retirement Wealth Solutions LLC full holdings
How Retirement Wealth Solutions LLC held GXO — position size vs. price
% of Fund (quarterly)    GXO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4 -2 -33.3% 0.00% $208 2026-04-07 $53.27
2025 Q4 UNCHANGED — — — 6 — 0% 0.00% $316 2026-01-07 $54.97
2025 Q3 REDUCED 96.1% +0.3% ❌ 6 -146 -96.1% 0.00% $318 2025-10-08 $54.57
2025 Q2 UNCHANGED — — — 152 — 0% 0.01% $7K 2025-07-07 $49.90
2025 Q1 ADDED — — — 152 +76 +100.0% 0.00% $6K 2025-04-08 $31.53
2024 Q4 INITIATED — — — 76 — — 0.00% $3K 2025-01-15 $44.92

🏢 Other funds also holding GXO

As of 2026 Q1 — sorted by position size

KIRR MARBACH & CO LLC /IN/ 3Y 7Y 1.63% Gilman Hill Asset Management, LLC 3Y 7Y 0.8% Foster Victor Wealth Advisors, LLC 3Y 7Y 0.52% Stanley-Laman Group, Ltd. 3Y 7Y 0.51% Perpetual Ltd 3Y 7Y 0.42% Appian Way Asset Management LP 3Y 0.29% Sterneck Capital Management, LLC 3Y 7Y 0.25% Douglas Lane & Associates, LLC 3Y 7Y 0.25% WASHINGTON TRUST Co 3Y 7Y 0.25% Bayforest Capital Ltd 0.24%

FAQ About Retirement Wealth Solutions LLC and GXO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Wealth Solutions LLC reported owning GXO?

Retirement Wealth Solutions LLC reported GXO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GXO position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for GXO was 0.01% in 2025 Q2.

What is the latest reported GXO position on this page?

The most recent filing on this page is 2026 Q1, when Retirement Wealth Solutions LLC reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $208.

What does the chart on this GXO ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly GXO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Retirement Wealth Solutions LLC time their GXO position?

Based on 13F filing dates vs. subsequent GXO price moves, Retirement Wealth Solutions LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GXO relative to SPY over the holding period was +4.2%.

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