Activest Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Activest Wealth Management’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	–	Sell	-134	Closed	-$393	–	1387
2026 Q2	$393	Buy	+134	New	+$602	﹤0.01%	1086
2025 Q4	–	Sell	-469	Closed	-$5.12K	–	1327
2025 Q3	$5.12K	Buy	469 +431	+1,134%	+$4.62K	﹤0.01%	637
2025 Q2	$385	Sell	38 -89	-70%	-$824	﹤0.01%	901
2025 Q1	$1.27K	Buy	+127	New	+$1.33K	﹤0.01%	734
2022 Q3	–	Sell	-99	Closed	-$3K	–	624
2022 Q2	$3K	Hold	99	–	–	﹤0.01%	314
2022 Q1	$6K	Buy	+99	New	+$5.31K	﹤0.01%	251

Other funds holding GTM

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Activest Wealth Management's GTM Position: Q3 2026 in Review

Activest Wealth Management sold out of ZoomInfo Technologies (GTM) in Q3 2026, closing a stake of 134 shares — an estimated $393 sold.

Activest Wealth Management first reported a position in GTM in Q1 2022 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 91 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

Activest Wealth Management reported no remaining ZoomInfo Technologies position as of Q3 2026 after selling out during the quarter.
Activest Wealth Management sold 134 ZoomInfo Technologies shares in Q3 2026, an estimated $393.
Activest Wealth Management first reported a position in ZoomInfo Technologies in Q1 2022 and held it in 6 quarters.
Activest Wealth Management's ZoomInfo Technologies position peaked at $6K in Q1 2022.
91 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.