Bruce G. Allen Investments’s ZoomInfo Technologies GTM Stock Holding History

Bruce G. Allen Investments’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	–	Sell	-574	Closed	-$3.43K	–	1115
2026 Q1	$3.43K	Buy	574 +480	+511%	+$3.53K	﹤0.01%	627
2025 Q4	$956	Hold	94	–	–	﹤0.01%	834
2025 Q3	$1.03K	Hold	94	–	–	﹤0.01%	821
2025 Q2	$951	Buy	94 +30	+47%	+$278	﹤0.01%	837
2025 Q1	$640	Buy	64 +34	+113%	+$357	﹤0.01%	889
2024 Q4	$315	Hold	30	–	–	﹤0.01%	1025
2024 Q3	$310	Sell	30 -27	-47%	-$283	﹤0.01%	1048
2024 Q2	$728	Sell	57 -16	-22%	-$224	﹤0.01%	815
2024 Q1	$1.17K	Buy	73 +19	+35%	+$309	﹤0.01%	761
2023 Q4	$998	Buy	+54	New	+$847	﹤0.01%	828

Other funds holding GTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bruce G. Allen Investments's GTM Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 574 shares — an estimated $3.43K sold.

Bruce G. Allen Investments first reported a position in GTM in Q4 2023 and held it in 10 quarters. The position peaked at $3.43K in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Bruce G. Allen Investments reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
Bruce G. Allen Investments sold 574 ZoomInfo Technologies shares in Q2 2026, an estimated $3.43K.
Bruce G. Allen Investments first reported a position in ZoomInfo Technologies in Q4 2023 and held it in 10 quarters.
Bruce G. Allen Investments's ZoomInfo Technologies position peaked at $3.43K in Q1 2026.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.