CTWM
GTM

Cherry Tree Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Cherry Tree 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
-52
Closed -$568 – 635
2025
Q3 		$568 Hold
52
– – ﹤0.01% 564
2025
Q2 		$527 Hold
52
– – ﹤0.01% 583
2025
Q1 		$520 Hold
52
– – ﹤0.01% 720
2024
Q4 		$547 Hold
52
– – ﹤0.01% 606
2024
Q3 		$537 Hold
52
– – ﹤0.01% 587
2024
Q2 		$665 Hold
52
– – ﹤0.01% 563
2024
Q1 		$834 Hold
52
– – ﹤0.01% 555
2023
Q4 		$962 Hold
52
– – ﹤0.01% 544
2023
Q3 		$853 Hold
52
– – ﹤0.01% 538
2023
Q2 		$1.32K Buy
+52
New +$1.23K ﹤0.01% 523

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Cherry Tree Wealth Management's GTM Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 52 shares — an estimated $568 sold.

Cherry Tree Wealth Management first reported a position in GTM in Q2 2023 and held it in 10 quarters. The position peaked at $1.32K in Q2 2023. 360 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 52 ZoomInfo Technologies shares in Q4 2025, an estimated $568.
  • Cherry Tree Wealth Management first reported a position in ZoomInfo Technologies in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's ZoomInfo Technologies position peaked at $1.32K in Q2 2023.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.