GAMMA Investing’s Custom Truck One Source CTOS Stock Holding History

GAMMA Investing’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	$28.6K	Buy	3,143 +888	+39%	+$8.8K	﹤0.01%	2719
2026 Q2	$26.6K	Buy	2,255 +314	+16%	+$2.96K	﹤0.01%	2685
2026 Q1	$12.8K	Buy	1,941 +992	+105%	+$6.51K	﹤0.01%	2941
2025 Q4	$5.47K	Buy	949 +510	+116%	+$3.11K	﹤0.01%	3239
2025 Q3	$2.82K	Buy	+439	New	+$2.54K	﹤0.01%	3359
2025 Q2	–	Sell	-867	Closed	-$3.66K	–	3798
2025 Q1	$3.66K	Buy	867 +84	+11%	+$405	﹤0.01%	3208
2024 Q4	$3.77K	Buy	783 +299	+62%	+$1.35K	﹤0.01%	3023
2024 Q3	$1.67K	Buy	+484	New	+$2.04K	﹤0.01%	3120
2024 Q2	–	Sell	-1,096	Closed	-$6.38K	–	3469
2024 Q1	$6.38K	Buy	1,096 +207	+23%	+$1.28K	﹤0.01%	2298
2023 Q4	$5.81K	Buy	+889	New	+$5.24K	﹤0.01%	2169

Other funds holding CTOS

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing's CTOS Position: Q3 2026 in Review

GAMMA Investing increased its Custom Truck One Source (CTOS) stake by 39% in Q3 2026, buying an estimated $8.8K and bringing the position to 3,143 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

GAMMA Investing first reported a position in CTOS in Q4 2023 and has held it in 10 quarters since. 9 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

GAMMA Investing held 3,143 shares of Custom Truck One Source worth $28.6K as of Q3 2026.
GAMMA Investing bought 888 Custom Truck One Source shares in Q3 2026, an estimated $8.8K.
Custom Truck One Source made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2719 holding.
GAMMA Investing first reported a position in Custom Truck One Source in Q4 2023 and has held it in 10 quarters since.
9 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.