Superior Planning, LLC’s ZoomInfo Technologies GTM Stock Holding History

Superior Planning, LLC’s Portfolio GTM Stock Details GTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$250	Buy	+66	New	+$240	﹤0.01%	2010

Other funds holding GTM

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's GTM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in ZoomInfo Technologies (GTM) in Q3 2026: 66 shares worth $250. The stake represents ﹤0.01% of the portfolio and ranks #2010 among its holdings.

186 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

Superior Planning, LLC held 66 shares of ZoomInfo Technologies worth $250 as of Q3 2026.
ZoomInfo Technologies was a new Superior Planning, LLC position in Q3 2026.
ZoomInfo Technologies made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2010 holding.
186 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.