Geode Capital Management
CTOS icon

Geode Capital Management’s Custom Truck One Source CTOS Stock Holding History

Geode Capital 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
2026
Q1 		$9.66M Buy
1,470,636
+31,488
+2% +$207K ﹤0.01% 2400
2025
Q4 		$8.29M Buy
1,439,148
+30,527
+2% +$186K ﹤0.01% 2499
2025
Q3 		$9.04M Buy
1,408,621
+62,142
+5% +$360K ﹤0.01% 2465
2025
Q2 		$6.65M Buy
1,346,479
+152,173
+13% +$656K ﹤0.01% 2585
2025
Q1 		$5.04M Buy
1,194,306
+38,618
+3% +$186K ﹤0.01% 2649
2024
Q4 		$5.56M Sell
1,155,688
-47,204
-4% -$214K ﹤0.01% 2693
2024
Q3 		$4.15M Sell
1,202,892
-41,472
-3% -$174K ﹤0.01% 2857
2024
Q2 		$5.41M Sell
1,244,364
-17,334
-1% -$84.4K ﹤0.01% 2680
2024
Q1 		$7.34M Buy
1,261,698
+6,975
+0.6% +$43.3K ﹤0.01% 2503
2023
Q4 		$7.76M Buy
1,254,723
+65,505
+6% +$386K ﹤0.01% 2471
2023
Q3 		$7.37M Buy
1,189,218
+38,043
+3% +$252K ﹤0.01% 2435
2023
Q2 		$7.76M Sell
1,151,175
-1,863
-0.2% -$12.3K ﹤0.01% 2446
2023
Q1 		$7.83M Buy
1,153,038
+35,200
+3% +$244K ﹤0.01% 2404
2022
Q4 		$7.06M Buy
1,117,838
+51,214
+5% +$332K ﹤0.01% 2474
2022
Q3 		$6.22M Buy
1,066,624
+111,970
+12% +$698K ﹤0.01% 2552
2022
Q2 		$5.35M Buy
954,654
+20,788
+2% +$132K ﹤0.01% 2665
2022
Q1 		$7.83M Buy
933,866
+146,847
+19% +$1.19M ﹤0.01% 2506
2021
Q4 		$6.3M Buy
787,019
+74,455
+10% +$641K ﹤0.01% 2761
2021
Q3 		$6.65M Buy
712,564
+470,770
+195% +$3.96M ﹤0.01% 2745
2021
Q2 		$2.3M Buy
+241,794
New +$2.38M ﹤0.01% 3225
2021
Q1 		– Sell
-193,672
Closed -$1.43M – 4453
2020
Q4 		$1.43M Buy
193,672
+34,037
+21% +$172K ﹤0.01% 3248
2020
Q3 		$662K Buy
159,635
+834
+0.5% +$3.23K ﹤0.01% 3347
2020
Q2 		$638K Buy
158,801
+87,143
+122% +$253K ﹤0.01% 3293
2020
Q1 		$235K Buy
71,658
+609
+0.9% +$2.31K ﹤0.01% 3499
2019
Q4 		$292K Buy
71,049
+811
+1% +$3.55K ﹤0.01% 3685
2019
Q3 		$420K Buy
+70,238
New +$549K ﹤0.01% 3527
2019
Q2 		– Sell
-15,000
Closed -$152K – 4216
2019
Q1 		$152K Buy
+15,000
New +$151K ﹤0.01% 3804

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management's CTOS Position: Q1 2026 in Review

Geode Capital Management increased its Custom Truck One Source (CTOS) stake by 2.2% in Q1 2026, buying an estimated $207K and bringing the position to 1,470,636 shares worth $9.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Geode Capital Management first reported a position in CTOS in Q1 2019 and has held it in 27 quarters since. 173 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • Geode Capital Management held 1,470,636 shares of Custom Truck One Source worth $9.66M as of Q1 2026.
  • Geode Capital Management bought 31,488 Custom Truck One Source shares in Q1 2026, an estimated $207K.
  • Custom Truck One Source made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2400 holding.
  • Geode Capital Management first reported a position in Custom Truck One Source in Q1 2019 and has held it in 27 quarters since.
  • 173 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.