GRP
GTM

Global Retirement Partners’s ZoomInfo Technologies GTM Stock Holding History

Global Retirement Partners’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 		$25.6K Buy
2,513
+2,289
+1,022% +$23.6K ﹤0.01% 2761
2025
Q3 		$2.44K Sell
224
-1
-0.4% -$11 ﹤0.01% 3248
2025
Q2 		$2.28K Buy
+225
New +$2.08K ﹤0.01% 3198
2024
Q4 		$3.81K Buy
362
+194
+115% +$2.07K ﹤0.01% 2812
2024
Q3 		$1.73K Sell
168
-174
-51% -$1.82K ﹤0.01% 2987
2024
Q2 		$4.37K Buy
342
+127
+59% +$1.78K ﹤0.01% 2673
2024
Q1 		$3.45K Buy
215
+87
+68% +$1.42K ﹤0.01% 2547
2023
Q4 		$1.96K Buy
128
+41
+47% +$643 ﹤0.01% 2683
2023
Q3 		$1.46K Buy
87
+21
+32% +$429 ﹤0.01% 2654
2023
Q2 		$1.68K Buy
66
+11
+20% +$260 ﹤0.01% 2610
2023
Q1 		$1.18K Sell
55
-9
-14% -$231 ﹤0.01% 2683
2022
Q4 		$1.93K Buy
64
+9
+16% +$311 ﹤0.01% 2376
2022
Q3 		$2K Buy
+55
New +$2.34K ﹤0.01% 2334
2020
Q3 		– Sell
-300
Closed -$15K – 1737
2020
Q2 		$15K Buy
+300
New +$14.3K ﹤0.01% 1004

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

Global Retirement Partners's GTM Position: Q4 2025 in Review

Global Retirement Partners increased its ZoomInfo Technologies (GTM) stake by 1,022% in Q4 2025, buying an estimated $23.6K and bringing the position to 2,513 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Global Retirement Partners first reported a position in GTM in Q2 2020 and has held it in 14 quarters since. 358 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • Global Retirement Partners held 2,513 shares of ZoomInfo Technologies worth $25.6K as of Q4 2025.
  • Global Retirement Partners bought 2,289 ZoomInfo Technologies shares in Q4 2025, an estimated $23.6K.
  • ZoomInfo Technologies made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2761 holding.
  • Global Retirement Partners first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 14 quarters since.
  • 358 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.