EW
GTM

Evoke Wealth’s ZoomInfo Technologies GTM Stock Holding History

Evoke 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
Q1 		– Sell
-10,264
Closed -$104K – 768
2025
Q4 		$104K Sell
10,264
-5,390
-34% -$55.5K ﹤0.01% 666
2025
Q3 		$171K Sell
15,654
-2,689
-15% -$28.8K ﹤0.01% 625
2025
Q2 		$186K Buy
+18,343
New +$170K ﹤0.01% 572

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Evoke Wealth's GTM Position: Q1 2026 in Review

Evoke Wealth sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 10,264 shares — an estimated $104K sold.

Evoke Wealth first reported a position in GTM in Q2 2025 and held it in 3 quarters. The position peaked at $186K in Q2 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Evoke Wealth reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 10,264 ZoomInfo Technologies shares in Q1 2026, an estimated $104K.
  • Evoke Wealth first reported a position in ZoomInfo Technologies in Q2 2025 and held it in 3 quarters.
  • Evoke Wealth's ZoomInfo Technologies position peaked at $186K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.