Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
GXO holding history
GXO Logistics, Inc. in every 13F filed by Diversify Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GXO overviewAll 13F holders of GXOFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,893
- Value
- $314.0K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,893 | $314.0K | <0.1% | +209+3.7% | Added | Holders |
| Q1 2026 | 5,684 | $313.5K | <0.1% | +1,839+47.8% | Added | Holders |
| Q4 2025 | 3,845 | $221.0K | <0.1% | −123−3.1% | Reduced | Holders |
| Q3 2025 | 3,968 | $219.7K | <0.1% | −252−6.0% | Reduced | Holders |
| Q2 2025 | 4,220 | $216.9K | <0.1% | +4,220 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −4,915−100.0% | Sold out | Holders |
| Q4 2024 | 4,915 | $210.7K | <0.1% | −141−2.8% | Reduced | Holders |
| Q3 2024 | 5,056 | $310.8K | <0.1% | −386−7.1% | Reduced | Holders |
| Q2 2024 | 5,442 | $268.6K | <0.1% | – | No prior filing | Holders |