GSWM
GTM

Golden State Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Golden State 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
2025
Q2 		– Sell
-72
Closed -$720 – 1672
2025
Q1 		$720 Hold
72
– – ﹤0.01% 1462
2024
Q4 		$757 Buy
+72
New +$770 ﹤0.01% 1389

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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Golden State Wealth Management's GTM Position: Q2 2025 in Review

Golden State Wealth Management sold out of ZoomInfo Technologies (GTM) in Q2 2025, closing a stake of 72 shares — an estimated $720 sold.

Golden State Wealth Management first reported a position in GTM in Q4 2024 and held it in 2 quarters. The position peaked at $757 in Q4 2024. 353 funds tracked by Wall St. Rank hold GTM as of Q2 2025.

  • Golden State Wealth Management reported no remaining ZoomInfo Technologies position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 72 ZoomInfo Technologies shares in Q2 2025, an estimated $720.
  • Golden State Wealth Management first reported a position in ZoomInfo Technologies in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's ZoomInfo Technologies position peaked at $757 in Q4 2024.
  • 353 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.