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Creative Planning CTOS Position History
Custom Truck One Source, Inc. • Services
Quarters held
3
Latest value
$319K
Q3 2026
Peak value
$354K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $117K |
| Q2 2026 | $354K |
| Q3 2026 | $319K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $319K | 35.1K | — | — |
| Q2 2026 | $354K | 30.0K | — | — |
| Q1 2026 | $117K | 17.8K | — | — |