PDS Planning’s ZoomInfo Technologies GTM Stock Holding History

PDS Planning’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	$47.9K	Buy	+12,650	New	+$46K	﹤0.01%	627

Other funds holding GTM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

PDS Planning's GTM Position: Q3 2026 in Review

PDS Planning opened a new position in ZoomInfo Technologies (GTM) in Q3 2026: 12,650 shares worth $47.9K. The stake represents ﹤0.01% of the portfolio and ranks #627 among its holdings.

107 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

PDS Planning held 12,650 shares of ZoomInfo Technologies worth $47.9K as of Q3 2026.
ZoomInfo Technologies was a new PDS Planning position in Q3 2026.
ZoomInfo Technologies made up ﹤0.01% of PDS Planning's portfolio in Q3 2026, its #627 holding.
107 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.