AssetMark Inc
GTM

AssetMark Inc’s ZoomInfo Technologies GTM Stock Holding History

AssetMark Inc’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
Q1 		– Sell
-140
Closed -$1.42K – 3612
2025
Q4 		$1.42K Buy
140
+101
+259% +$1.04K ﹤0.01% 2854
2025
Q3 		$425 Sell
39
-13
-25% -$139 ﹤0.01% 2951
2025
Q2 		$526 Sell
52
-3
-5% -$28 ﹤0.01% 2735
2025
Q1 		$550 Buy
+55
New +$577 ﹤0.01% 2398
2023
Q3 		– Sell
-80,280
Closed -$2.04M – 1814
2023
Q2 		$2.04M Buy
80,280
+26,781
+50% +$634K 0.01% 474
2023
Q1 		$1.32M Sell
53,499
-14,729
-22% -$378K 0.01% 544
2022
Q4 		$2.05M Sell
68,228
-30,915
-31% -$1.07M 0.01% 429
2022
Q3 		$4.13M Buy
99,143
+17,082
+21% +$725K 0.02% 293
2022
Q2 		$2.73M Buy
82,061
+48,156
+142% +$2.12M 0.01% 309
2022
Q1 		$2.02M Buy
33,905
+28,050
+479% +$1.51M 0.01% 344
2021
Q4 		$376K Buy
5,855
+5,531
+1,707% +$370K ﹤0.01% 591
2021
Q3 		$20K Buy
+324
New +$19.4K ﹤0.01% 943

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AssetMark Inc's GTM Position: Q1 2026 in Review

AssetMark Inc sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 140 shares — an estimated $1.42K sold.

AssetMark Inc first reported a position in GTM in Q3 2021 and held it in 12 quarters. The position peaked at $4.13M in Q3 2022. 363 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • AssetMark Inc reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 140 ZoomInfo Technologies shares in Q1 2026, an estimated $1.42K.
  • AssetMark Inc first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 12 quarters.
  • AssetMark Inc's ZoomInfo Technologies position peaked at $4.13M in Q3 2022.
  • 363 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.