FFO
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Fortitude Family Office’s Custom Truck One Source CTOS Stock Holding History

Fortitude Family Office’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1K Hold
110
– – ﹤0.01% 2244
2026
Q2 		$1.3K Hold
110
– – ﹤0.01% 1653
2026
Q1 		$723 Buy
+110
New +$722 ﹤0.01% 1595
2024
Q2 		– Sell
-228
Closed -$1.33K – 986
2024
Q1 		$1.33K Buy
+228
New +$1.42K ﹤0.01% 883

Other funds holding CTOS

SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's CTOS Position: Q3 2026 in Review

Fortitude Family Office held its Custom Truck One Source (CTOS) position steady in Q3 2026 at 110 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Fortitude Family Office first reported a position in CTOS in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.33K in Q1 2024. 9 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Fortitude Family Office held 110 shares of Custom Truck One Source worth $1K as of Q3 2026.
  • Fortitude Family Office left its Custom Truck One Source share count unchanged in Q3 2026.
  • Custom Truck One Source made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2244 holding.
  • Fortitude Family Office first reported a position in Custom Truck One Source in Q1 2024 and has held it in 4 quarters since.
  • Fortitude Family Office's Custom Truck One Source position peaked at $1.33K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.