TSA Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

TSA 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
2026 Q3	$45.2K	Buy	+11,913	New	+$43.3K	0.01%	124

Other funds holding GTM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TSA Wealth Management's GTM Position: Q3 2026 in Review

TSA Wealth Management opened a new position in ZoomInfo Technologies (GTM) in Q3 2026: 11,913 shares worth $45.2K. The stake represents 0.01% of the portfolio and ranks #124 among its holdings.

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

TSA Wealth Management held 11,913 shares of ZoomInfo Technologies worth $45.2K as of Q3 2026.
ZoomInfo Technologies was a new TSA Wealth Management position in Q3 2026.
ZoomInfo Technologies made up 0.01% of TSA Wealth Management's portfolio in Q3 2026, its #124 holding.
242 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.