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True Wealth Design’s Custom Truck One Source CTOS Stock Holding History

True Wealth Design’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
Q3 		$766 Hold
84
– – ﹤0.01% 2015
2026
Q2 		$993 Buy
84
+63
+300% +$593 ﹤0.01% 1981
2026
Q1 		$138 Buy
+21
New +$138 ﹤0.01% 2406
2025
Q2 		– Sell
-46
Closed -$195 – 2637
2025
Q1 		$195 Buy
+46
New +$222 ﹤0.01% 1974

Other funds holding CTOS

SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's CTOS Position: Q3 2026 in Review

True Wealth Design held its Custom Truck One Source (CTOS) position steady in Q3 2026 at 84 shares worth $766. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

True Wealth Design first reported a position in CTOS in Q1 2025 and has held it in 4 quarters since. The position peaked at $993 in Q2 2026. 8 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • True Wealth Design held 84 shares of Custom Truck One Source worth $766 as of Q3 2026.
  • True Wealth Design left its Custom Truck One Source share count unchanged in Q3 2026.
  • Custom Truck One Source made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2015 holding.
  • True Wealth Design first reported a position in Custom Truck One Source in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's Custom Truck One Source position peaked at $993 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.