AW
GTM

Avion Wealth’s ZoomInfo Technologies GTM Stock Holding History

Avion Wealth’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 		$0 Buy
+139
New +$625 ﹤0.01% 1793
2026
Q1 		– Sell
-62
Closed – – 1647
2025
Q4 		$0 Hold
62
– – ﹤0.01% 1634
2025
Q3 		$0 Hold
62
– – ﹤0.01% 1590
2025
Q2 		$0 Buy
62
+5
+9% +$46 ﹤0.01% 1665
2025
Q1 		$0 Buy
+57
New +$598 ﹤0.01% 1393
2024
Q4 		– Sell
-57
Closed – – 1308
2024
Q3 		$0 Buy
57
+18
+46% +$188 ﹤0.01% 1368
2024
Q2 		$0 Sell
39
-71
-65% -$993 ﹤0.01% 1299
2024
Q1 		$2K Buy
110
+31
+39% +$505 ﹤0.01% 807
2023
Q4 		$1K Buy
79
+48
+155% +$753 ﹤0.01% 1035
2023
Q3 		$0 Buy
31
+7
+29% +$143 ﹤0.01% 1243
2023
Q2 		$0 Buy
+24
New +$568 ﹤0.01% 1071

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 $3.37T AUM 44.26% 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

Avion Wealth's GTM Position: Q2 2026 in Review

Avion Wealth opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 139 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1793 among its holdings. This is a return to the name: Avion Wealth previously reported a position in GTM as recently as Q4 2025.

Avion Wealth first reported a position in GTM in Q2 2023 and has held it in 11 quarters since. The position peaked at $2K in Q1 2024. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Avion Wealth held 139 shares of ZoomInfo Technologies worth $0 as of Q2 2026.
  • ZoomInfo Technologies was a new Avion Wealth position in Q2 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1793 holding.
  • Avion Wealth first reported a position in ZoomInfo Technologies in Q2 2023 and has held it in 11 quarters since.
  • Avion Wealth's ZoomInfo Technologies position peaked at $2K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.