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AE Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

AE 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
Q2 		$66.9K Buy
+22,843
New +$103K ﹤0.01% 2022
2023
Q3 		– Sell
-125,956
Closed -$3.2M – 2086
2023
Q2 		$3.2M Buy
125,956
+54,744
+77% +$1.3M 0.02% 687
2023
Q1 		$1.76M Buy
+71,212
New +$1.83M 0.01% 847
2021
Q1 		– Sell
-11,723
Closed -$565K – 1583
2020
Q4 		$565K Buy
+11,723
New +$505K 0.01% 917

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's GTM Position: Q2 2026 in Review

AE Wealth Management opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 22,843 shares worth $66.9K. The stake represents ﹤0.01% of the portfolio and ranks #2022 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in GTM as recently as Q2 2023.

AE Wealth Management first reported a position in GTM in Q4 2020 and has held it in 4 quarters since. The position peaked at $3.2M in Q2 2023. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • AE Wealth Management held 22,843 shares of ZoomInfo Technologies worth $66.9K as of Q2 2026.
  • ZoomInfo Technologies was a new AE Wealth Management position in Q2 2026.
  • ZoomInfo Technologies made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2022 holding.
  • AE Wealth Management first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 4 quarters since.
  • AE Wealth Management's ZoomInfo Technologies position peaked at $3.2M in Q2 2023.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.