Cm Wealth Advisors »

Zoominfo Technologies shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Zoominfo Technologies (GTM) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Zoominfo Technologies

Tip: Access up to 7 years of quarterly data

All positions including Zoominfo Technologies held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zoominfo Technologies by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $180k 30k 5.98

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Zoominfo Technologies

BlackRock
Vanguard Group
FMR
RPD Fund Management
Glenview Captal Management
Dimensional Fund Advisors
Vanguard Portfolio Management
LSV Asset Management
Greenhouse Funds L
Vanguard Capital Management
AQR Capital Management
State Street Corporation
Jupiter Asset Management
Geode Capital Management
Morgan Stanley

View all funds holding Zoominfo Technologies