VA
GTM

VestGen Advisors’s ZoomInfo Technologies GTM Stock Holding History

VestGen 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 		$32.5K Sell
11,088
-1,005
-8% -$4.52K ﹤0.01% 1084
2026
Q1 		$49.1K Buy
+12,093
New +$88.9K ﹤0.01% 1040

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 $3.37T AUM 44.26% 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

VestGen Advisors's GTM Position: Q2 2026 in Review

VestGen Advisors reduced its ZoomInfo Technologies (GTM) stake by 8.3% in Q2 2026, selling an estimated $4.52K and leaving 11,088 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

VestGen Advisors first reported a position in GTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $49.1K in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • VestGen Advisors held 11,088 shares of ZoomInfo Technologies worth $32.5K as of Q2 2026.
  • VestGen Advisors sold 1,005 ZoomInfo Technologies shares in Q2 2026, an estimated $4.52K.
  • ZoomInfo Technologies made up ﹤0.01% of VestGen Advisors's portfolio in Q2 2026, its #1084 holding.
  • VestGen Advisors first reported a position in ZoomInfo Technologies in Q1 2026 and has held it in 2 quarters since.
  • VestGen Advisors's ZoomInfo Technologies position peaked at $49.1K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.