LBWM
ZETA icon

Left Brain Wealth Management’s Zeta Global ZETA Stock Holding History

Left Brain Wealth Management’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25,800
Closed -$513K – 108
2025
Q3 		$513K Buy
25,800
+10,000
+63% +$180K 0.16% 72
2025
Q2 		$245K Buy
+15,800
New +$210K 0.09% 86
2025
Q1 		– Sell
-22,600
Closed -$407K – 105
2024
Q4 		$407K Buy
+22,600
New +$571K 0.15% 70
2023
Q4 		– Sell
-353,347
Closed -$2.95M – 85
2023
Q3 		$2.95M Sell
353,347
-11,350
-3% -$93.6K 1.84% 20
2023
Q2 		$3.11M Sell
364,697
-9,826
-3% -$89.9K 1.9% 19
2023
Q1 		$3.64M Buy
374,523
+23,760
+7% +$229K 2.47% 12
2022
Q4 		$2.87M Buy
+350,763
New +$2.84M 2.14% 16

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return