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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
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

CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing's CTOS Position: Q2 2026 in Review

GAMMA Investing increased its Custom Truck One Source (CTOS) stake by 16% in Q2 2026, buying an estimated $2.96K and bringing the position to 2,255 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

GAMMA Investing first reported a position in CTOS in Q4 2023 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • GAMMA Investing held 2,255 shares of Custom Truck One Source worth $26.6K as of Q2 2026.
  • GAMMA Investing bought 314 Custom Truck One Source shares in Q2 2026, an estimated $2.96K.
  • Custom Truck One Source made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2685 holding.
  • GAMMA Investing first reported a position in Custom Truck One Source in Q4 2023 and has held it in 9 quarters since.
  • 9 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.