GC Wealth Management RIA’s Custom Truck One Source CTOS Stock Holding History

GC Wealth Management RIA’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	$251K	Sell	21,262 -20	-0.1%	-$188	0.01%	442
2026 Q1	$140K	Sell	21,282 -3,078	-13%	-$20.2K	0.01%	499
2025 Q4	$140K	Buy	24,360 +9,360	+62%	+$57.1K	0.01%	520
2025 Q3	$96.3K	Buy	+15,000	New	+$86.9K	﹤0.01%	845

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GC Wealth Management RIA's CTOS Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Custom Truck One Source (CTOS) stake by 0.09% in Q2 2026, selling an estimated $188 and leaving 21,262 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #442.

GC Wealth Management RIA first reported a position in CTOS in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

GC Wealth Management RIA held 21,262 shares of Custom Truck One Source worth $251K as of Q2 2026.
GC Wealth Management RIA sold 20 Custom Truck One Source shares in Q2 2026, an estimated $188.
Custom Truck One Source made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #442 holding.
GC Wealth Management RIA first reported a position in Custom Truck One Source in Q3 2025 and has held it in 4 quarters since.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.