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Sendero Wealth Management, LLC → CTOS
Sendero Wealth Management, LLC CTOS Position History
Custom Truck One Source, Inc. • Services
Quarters held
4
Latest value
$4.2M
Q3 2026
Peak value
$5.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q1 2026 | $2.6M |
| Q2 2026 | $5.4M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 457.8K | — | — |
| Q2 2026 | $5.4M | 457.8K | — | — |
| Q1 2026 | $2.6M | 390.8K | — | — |
| Q4 2025 | $2.3M | 390.8K | — | — |