BWL
GTM

Bogart Wealth LLC’s ZoomInfo Technologies GTM Stock Holding History

Bogart Wealth LLC’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
-66
Closed -$671 – 1905
2025
Q4 		$671 Hold
66
– – ﹤0.01% 1396
2025
Q3 		$720 Hold
66
– – ﹤0.01% 1335
2025
Q2 		$668 Buy
+66
New +$611 ﹤0.01% 1282

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 $46.4B AUM 27.74% 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

Bogart Wealth LLC's GTM Position: Q1 2026 in Review

Bogart Wealth LLC sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 66 shares — an estimated $671 sold.

Bogart Wealth LLC first reported a position in GTM in Q2 2025 and held it in 3 quarters. The position peaked at $720 in Q3 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Bogart Wealth LLC reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 66 ZoomInfo Technologies shares in Q1 2026, an estimated $671.
  • Bogart Wealth LLC first reported a position in ZoomInfo Technologies in Q2 2025 and held it in 3 quarters.
  • Bogart Wealth LLC's ZoomInfo Technologies position peaked at $720 in Q3 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.