Geneos Wealth Management
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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-283
Closed -$1.4K – 2647
2025
Q2 		$1.4K Buy
283
+132
+87% +$569 ﹤0.01% 2900
2025
Q1 		$637 Hold
151
– – ﹤0.01% 3011
2024
Q4 		$726 Hold
151
– – ﹤0.01% 2834
2024
Q3 		$521 Buy
+151
New +$635 ﹤0.01% 2552

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CWA
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

Geneos Wealth Management's CTOS Position: Q3 2025 in Review

Geneos Wealth Management sold out of Custom Truck One Source (CTOS) in Q3 2025, closing a stake of 283 shares — an estimated $1.4K sold.

Geneos Wealth Management first reported a position in CTOS in Q3 2024 and held it in 4 quarters. The position peaked at $1.4K in Q2 2025. 147 funds tracked by Wall St. Rank hold CTOS as of Q3 2025.

  • Geneos Wealth Management reported no remaining Custom Truck One Source position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 283 Custom Truck One Source shares in Q3 2025, an estimated $1.4K.
  • Geneos Wealth Management first reported a position in Custom Truck One Source in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Custom Truck One Source position peaked at $1.4K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.