GWMR
GTM

GC Wealth Management RIA’s ZoomInfo Technologies GTM Stock Holding History

GC Wealth Management RIA’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
2025
Q4 		– Sell
-89,814
Closed -$980K – 865
2025
Q3 		$980K Buy
+89,814
New +$963K 0.03% 332

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GC Wealth Management RIA's GTM Position: Q4 2025 in Review

GC Wealth Management RIA sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 89,814 shares — an estimated $980K sold.

GC Wealth Management RIA first reported a position in GTM in Q3 2025 and held it in 1 quarter. The position peaked at $980K in Q3 2025. 358 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • GC Wealth Management RIA reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 89,814 ZoomInfo Technologies shares in Q4 2025, an estimated $980K.
  • GC Wealth Management RIA first reported a position in ZoomInfo Technologies in Q3 2025 and held it in 1 quarter.
  • GC Wealth Management RIA's ZoomInfo Technologies position peaked at $980K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.