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HB Wealth Management, LLC

Position in XPO — XPO, Inc.

CIK 1911253 Atlanta, GA

Position in XPO

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$624,902
+$40,863 QoQ
Shares Held
3,044
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#428
of 748 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in XPO Over Time

Shares Held

Position Value (USD)

Position in Trucking

Industrials · as of Jun 30, 2026

HB Wealth Management, LLC holds $4,791,956 across 5 Trucking names. XPO ranks #2 (13.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 XPO
XPO, Inc.
This page
3,044 $624,902

All Filings in XPO

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $624,902 3,044
2026-03-31 $584,039 3,002
2025-12-31 $373,888 2,751
2025-09-30 $313,996 2,429
2025-06-30 $297,539 2,356
2025-03-31 $203,003 1,887