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CoreCap Advisors’s ZoomInfo Technologies GTM Stock Holding History

CoreCap Advisors’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 		$1.46K Buy
+386
New +$1.4K ﹤0.01% 2591

Other funds holding GTM

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CoreCap Advisors's GTM Position: Q3 2026 in Review

CoreCap Advisors opened a new position in ZoomInfo Technologies (GTM) in Q3 2026: 386 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #2591 among its holdings.

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

  • CoreCap Advisors held 386 shares of ZoomInfo Technologies worth $1.46K as of Q3 2026.
  • ZoomInfo Technologies was a new CoreCap Advisors position in Q3 2026.
  • ZoomInfo Technologies made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2591 holding.
  • 10 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.