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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wedmont Private Capital's GTM Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 12,486 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #949 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in GTM as recently as Q1 2025.

Wedmont Private Capital first reported a position in GTM in Q3 2024 and has held it in 4 quarters since. The position peaked at $114K in Q4 2024. 19 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Wedmont Private Capital held 12,486 shares of ZoomInfo Technologies worth $36.5K as of Q2 2026.
ZoomInfo Technologies was a new Wedmont Private Capital position in Q2 2026.
ZoomInfo Technologies made up ﹤0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #949 holding.
Wedmont Private Capital first reported a position in ZoomInfo Technologies in Q3 2024 and has held it in 4 quarters since.
Wedmont Private Capital's ZoomInfo Technologies position peaked at $114K in Q4 2024.
19 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.