Wealth Enhancement Advisory Services’s ZoomInfo Technologies GTM Stock Holding History

Wealth Enhancement Advisory 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 Q2	$319K	Sell	123,556 -32,532	-21%	-$146K	﹤0.01%	3142
2026 Q1	$808K	Buy	156,088 +26,663	+21%	+$196K	﹤0.01%	1950
2025 Q4	$1.36M	Sell	129,425 -23,385	-15%	-$241K	﹤0.01%	1761
2025 Q3	$1.6M	Sell	152,810 -38,582	-20%	-$414K	﹤0.01%	1582
2025 Q2	$1.96M	Buy	191,392 +78,790	+70%	+$729K	﹤0.01%	1359
2025 Q1	$1.13M	Buy	112,602 +102,207	+983%	+$1.07M	﹤0.01%	1544
2024 Q4	$109K	Buy	+10,395	New	+$111K	﹤0.01%	2799

Other funds holding GTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's GTM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its ZoomInfo Technologies (GTM) stake by 21% in Q2 2026, selling an estimated $146K and leaving 123,556 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #3142.

Wealth Enhancement Advisory Services first reported a position in GTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q2 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Wealth Enhancement Advisory Services held 123,556 shares of ZoomInfo Technologies worth $319K as of Q2 2026.
Wealth Enhancement Advisory Services sold 32,532 ZoomInfo Technologies shares in Q2 2026, an estimated $146K.
ZoomInfo Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3142 holding.
Wealth Enhancement Advisory Services first reported a position in ZoomInfo Technologies in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's ZoomInfo Technologies position peaked at $1.96M in Q2 2025.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.