Balance Wealth
GTM icon

Balance Wealth’s ZoomInfo Technologies GTM Stock Holding History

Balance 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
Q3 		$445 Buy
+117
New +$425 ﹤0.01% 902

Other funds holding GTM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Balance Wealth's GTM Position: Q3 2026 in Review

Balance Wealth opened a new position in ZoomInfo Technologies (GTM) in Q3 2026: 117 shares worth $445. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings.

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

  • Balance Wealth held 117 shares of ZoomInfo Technologies worth $445 as of Q3 2026.
  • ZoomInfo Technologies was a new Balance Wealth position in Q3 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #902 holding.
  • 238 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.