PWPS
GTM

Pinnacle Wealth Planning Services’s ZoomInfo Technologies GTM Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$49.4K Buy
8,253
+8,011
+3,310% +$58.9K 0.01% 1214
2025
Q4 		$2.46K Buy
+242
New +$2.49K ﹤0.01% 2439

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's GTM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its ZoomInfo Technologies (GTM) stake by 3,310% in Q1 2026, buying an estimated $58.9K and bringing the position to 8,253 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #1214.

Pinnacle Wealth Planning Services first reported a position in GTM in Q4 2025 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,253 shares of ZoomInfo Technologies worth $49.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 8,011 ZoomInfo Technologies shares in Q1 2026, an estimated $58.9K.
  • ZoomInfo Technologies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1214 holding.
  • Pinnacle Wealth Planning Services first reported a position in ZoomInfo Technologies in Q4 2025 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.