GWM
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Gilpin Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Gilpin Wealth 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
2026
Q3 		$171 Buy
+45
New +$164 ﹤0.01% 1176
2026
Q2 		– Sell
-65
Closed -$389 – 1110
2026
Q1 		$389 Buy
+65
New +$478 ﹤0.01% 693

Other funds holding GTM

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's GTM Position: Q3 2026 in Review

Gilpin Wealth Management opened a new position in ZoomInfo Technologies (GTM) in Q3 2026: 45 shares worth $171. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in GTM as recently as Q1 2026.

Gilpin Wealth Management first reported a position in GTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $389 in Q1 2026. 10 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Gilpin Wealth Management held 45 shares of ZoomInfo Technologies worth $171 as of Q3 2026.
  • ZoomInfo Technologies was a new Gilpin Wealth Management position in Q3 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1176 holding.
  • Gilpin Wealth Management first reported a position in ZoomInfo Technologies in Q1 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's ZoomInfo Technologies position peaked at $389 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.