Everhart Financial Group’s ZoomInfo Technologies GTM Stock Holding History

Everhart Financial Group’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	$39.9K	Buy	+13,612	New	+$61.2K	﹤0.01%	478

Other funds holding GTM

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group's GTM Position: Q2 2026 in Review

Everhart Financial Group opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 13,612 shares worth $39.9K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

20 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Everhart Financial Group held 13,612 shares of ZoomInfo Technologies worth $39.9K as of Q2 2026.
ZoomInfo Technologies was a new Everhart Financial Group position in Q2 2026.
ZoomInfo Technologies made up ﹤0.01% of Everhart Financial Group's portfolio in Q2 2026, its #478 holding.
20 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.