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Wedmont Private Capital’s ZoomInfo Technologies GTM Stock Holding History

Wedmont Private Capital’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 		$84.2K Buy
21,988
+9,502
+76% +$34.5K ﹤0.01% 998
2026
Q2 		$36.5K Buy
+12,486
New +$56.1K ﹤0.01% 949
2025
Q2 		– Sell
-14,386
Closed -$114K – 774
2025
Q1 		$114K Buy
14,386
+2,272
+19% +$23.8K 0.01% 684
2024
Q4 		$114K Buy
12,114
+577
+5% +$6.17K 0.01% 692
2024
Q3 		$110K Buy
+11,537
New +$121K 0.01% 654

Other funds holding GTM

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Wedmont Private Capital's GTM Position: Q3 2026 in Review

Wedmont Private Capital increased its ZoomInfo Technologies (GTM) stake by 76% in Q3 2026, buying an estimated $34.5K and bringing the position to 21,988 shares worth $84.2K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Wedmont Private Capital first reported a position in GTM in Q3 2024 and has held it in 5 quarters since. The position peaked at $114K in Q4 2024. 10 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Wedmont Private Capital held 21,988 shares of ZoomInfo Technologies worth $84.2K as of Q3 2026.
  • Wedmont Private Capital bought 9,502 ZoomInfo Technologies shares in Q3 2026, an estimated $34.5K.
  • ZoomInfo Technologies made up ﹤0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #998 holding.
  • Wedmont Private Capital first reported a position in ZoomInfo Technologies in Q3 2024 and has held it in 5 quarters since.
  • Wedmont Private Capital's ZoomInfo Technologies position peaked at $114K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.