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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 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. 25 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.
25 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.