EWP
GTM

Elevation Wealth Partners’s ZoomInfo Technologies GTM Stock Holding History

Elevation Wealth Partners’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
Q1 		– Sell
-183
Closed -$1.86K – 1146
2025
Q4 		$1.86K Hold
183
– – ﹤0.01% 799
2025
Q3 		$2K Buy
+183
New +$1.96K ﹤0.01% 650

Other funds holding GTM

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RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Elevation Wealth Partners's GTM Position: Q1 2026 in Review

Elevation Wealth Partners sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 183 shares — an estimated $1.86K sold.

Elevation Wealth Partners first reported a position in GTM in Q3 2025 and held it in 2 quarters. The position peaked at $2K in Q3 2025. 362 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Elevation Wealth Partners reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 183 ZoomInfo Technologies shares in Q1 2026, an estimated $1.86K.
  • Elevation Wealth Partners first reported a position in ZoomInfo Technologies in Q3 2025 and held it in 2 quarters.
  • Elevation Wealth Partners's ZoomInfo Technologies position peaked at $2K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.