BWM
GTM

Bullock Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Bullock Wealth Management’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
2025
Q4 		– Sell
-85
Closed -$873 – 632
2025
Q3 		$873 Buy
+85
New +$911 ﹤0.01% 583

Other funds holding GTM

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bullock Wealth Management's GTM Position: Q4 2025 in Review

Bullock Wealth Management sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 85 shares — an estimated $873 sold.

Bullock Wealth Management first reported a position in GTM in Q3 2025 and held it in 1 quarter. The position peaked at $873 in Q3 2025. 360 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • Bullock Wealth Management reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 85 ZoomInfo Technologies shares in Q4 2025, an estimated $873.
  • Bullock Wealth Management first reported a position in ZoomInfo Technologies in Q3 2025 and held it in 1 quarter.
  • Bullock Wealth Management's ZoomInfo Technologies position peaked at $873 in Q3 2025.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.