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

Voleon 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 		$1.45M Sell
220,174
-20,423
-8% -$134K 0.03% 385
2025
Q4 		$1.39M Sell
240,597
-26,942
-10% -$164K 0.03% 391
2025
Q3 		$1.72M Buy
+267,539
New +$1.55M 0.04% 335

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

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

Voleon Capital Management reduced its Custom Truck One Source (CTOS) stake by 8.5% in Q1 2026, selling an estimated $134K and leaving 220,174 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #385.

Voleon Capital Management first reported a position in CTOS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q3 2025. 174 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • Voleon Capital Management held 220,174 shares of Custom Truck One Source worth $1.45M as of Q1 2026.
  • Voleon Capital Management sold 20,423 Custom Truck One Source shares in Q1 2026, an estimated $134K.
  • Custom Truck One Source made up 0.03% of Voleon Capital Management's portfolio in Q1 2026, its #385 holding.
  • Voleon Capital Management first reported a position in Custom Truck One Source in Q3 2025 and has held it in 3 quarters since.
  • Voleon Capital Management's Custom Truck One Source position peaked at $1.72M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

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