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 Q3	$217K	Sell	56,558 -66,998	-54%	-$244K	﹤0.01%	3677
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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's GTM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its ZoomInfo Technologies (GTM) stake by 54% in Q3 2026, selling an estimated $244K and leaving 56,558 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

Wealth Enhancement Advisory Services first reported a position in GTM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.96M in Q2 2025. 158 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

Wealth Enhancement Advisory Services held 56,558 shares of ZoomInfo Technologies worth $217K as of Q3 2026.
Wealth Enhancement Advisory Services sold 66,998 ZoomInfo Technologies shares in Q3 2026, an estimated $244K.
ZoomInfo Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3677 holding.
Wealth Enhancement Advisory Services first reported a position in ZoomInfo Technologies in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's ZoomInfo Technologies position peaked at $1.96M in Q2 2025.
158 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.