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

Geneos Wealth Management’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.4K Buy
283
+132
+87% +$652 ﹤0.01% 2900
2025
Q1 		$1.91K Hold
151
– – ﹤0.01% 2982
2024
Q4 		$726 Hold
151
– – ﹤0.01% 2834
2024
Q3 		$521 Buy
+151
New +$521 ﹤0.01% 2551