GM
GTM

GeoWealth Management’s ZoomInfo Technologies GTM Stock Holding History

GeoWealth Management’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
Q3 		– Sell
-590
Closed -$5.97K – 1255
2025
Q2 		$5.97K Buy
+590
New +$5.46K ﹤0.01% 1142

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GeoWealth Management's GTM Position: Q3 2025 in Review

GeoWealth Management sold out of ZoomInfo Technologies (GTM) in Q3 2025, closing a stake of 590 shares — an estimated $5.97K sold.

GeoWealth Management first reported a position in GTM in Q2 2025 and held it in 1 quarter. The position peaked at $5.97K in Q2 2025. 351 funds tracked by Wall St. Rank hold GTM as of Q3 2025.

  • GeoWealth Management reported no remaining ZoomInfo Technologies position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 590 ZoomInfo Technologies shares in Q3 2025, an estimated $5.97K.
  • GeoWealth Management first reported a position in ZoomInfo Technologies in Q2 2025 and held it in 1 quarter.
  • GeoWealth Management's ZoomInfo Technologies position peaked at $5.97K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.