Curio Wealth’s ZoomInfo Technologies GTM Stock Holding History

Curio Wealth’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	-4	Closed	-$24	–	1198
2026 Q1	$24	Buy	+4	New	+$29	﹤0.01%	1206

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 $3.37T AUM 44.26% 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

Curio Wealth's GTM Position: Q2 2026 in Review

Curio Wealth sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 4 shares — an estimated $24 sold.

Curio Wealth first reported a position in GTM in Q1 2026 and held it in 1 quarter. The position peaked at $24 in Q1 2026. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Curio Wealth reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 4 ZoomInfo Technologies shares in Q2 2026, an estimated $24.
Curio Wealth first reported a position in ZoomInfo Technologies in Q1 2026 and held it in 1 quarter.
Curio Wealth's ZoomInfo Technologies position peaked at $24 in Q1 2026.
331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.