Global Retirement Partners’s Custom Truck One Source CTOS Stock Holding History

Global Retirement Partners’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 Q4	$4.16K	Buy	722 +400	+124%	+$2.44K	﹤0.01%	3494
2025 Q3	$2.07K	Hold	322	–	–	﹤0.01%	3321
2025 Q2	$1.59K	Buy	+322	New	+$1.39K	﹤0.01%	3319
2024 Q4	$3.5K	Buy	727 +405	+126%	+$1.83K	﹤0.01%	2854
2024 Q3	$1.11K	Hold	322	–	–	﹤0.01%	3116
2024 Q2	$1.4K	Hold	322	–	–	﹤0.01%	3076
2024 Q1	$1.87K	Hold	322	–	–	﹤0.01%	2772
2023 Q4	$2K	Hold	322	–	–	﹤0.01%	2672
2023 Q3	$1.93K	Buy	322 +73	+29%	+$483	﹤0.01%	2552
2023 Q2	$1.68K	Hold	249	–	–	﹤0.01%	2609
2023 Q1	$1.56K	Hold	249	–	–	﹤0.01%	2582
2022 Q4	$1.57K	Hold	249	–	–	﹤0.01%	2442
2022 Q3	$2K	Hold	249	–	–	﹤0.01%	2215
2022 Q2	$1K	Hold	249	–	–	﹤0.01%	2391
2022 Q1	$1K	Buy	+249	New	+$2.01K	﹤0.01%	2350
2021 Q4	–	Sell	-3,278	Closed	-$31K	–	543
2021 Q3	$31K	Hold	3,278	–	–	﹤0.01%	1029
2021 Q2	$31K	Buy	3,278 +690	+27%	+$6.78K	﹤0.01%	1033
2021 Q1	$24K	Buy	2,588 +347	+15%	+$2.83K	﹤0.01%	1046
2020 Q4	$17K	Buy	+2,241	New	+$11.3K	﹤0.01%	1082

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's CTOS Position: Q4 2025 in Review

Global Retirement Partners increased its Custom Truck One Source (CTOS) stake by 124% in Q4 2025, buying an estimated $2.44K and bringing the position to 722 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

Global Retirement Partners first reported a position in CTOS in Q4 2020 and has held it in 19 quarters since. The position peaked at $31K in Q3 2021. 156 funds tracked by Wall St. Rank hold CTOS as of Q4 2025.

Global Retirement Partners held 722 shares of Custom Truck One Source worth $4.16K as of Q4 2025.
Global Retirement Partners bought 400 Custom Truck One Source shares in Q4 2025, an estimated $2.44K.
Custom Truck One Source made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3494 holding.
Global Retirement Partners first reported a position in Custom Truck One Source in Q4 2020 and has held it in 19 quarters since.
Global Retirement Partners's Custom Truck One Source position peaked at $31K in Q3 2021.
156 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.