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Twin Peaks Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-274
Closed -$1.64K – 2282
2026
Q1 		$1.64K Buy
+274
New +$2.02K ﹤0.01% 1770

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's GTM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 274 shares — an estimated $1.64K sold.

Twin Peaks Wealth Advisors first reported a position in GTM in Q1 2026 and held it in 1 quarter. The position peaked at $1.64K in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 274 ZoomInfo Technologies shares in Q2 2026, an estimated $1.64K.
  • Twin Peaks Wealth Advisors first reported a position in ZoomInfo Technologies in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's ZoomInfo Technologies position peaked at $1.64K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.