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Creative Planning GTM Position History
ZoomInfo Technologies Inc. • Technology
Quarters held
8
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $523K |
| Q3 2025 | $12K |
| Q4 2025 | $746K |
| Q1 2026 | $2.8M |
| Q2 2026 | $31K |
| Q2 2026 | $2.6M |
| Q3 2026 | $47K |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 1.38M | — | — |
| Q3 2026 | $47K | 12.4K | — | — |
| Q2 2026 | $2.6M | 891.4K | — | — |
| Q2 2026 | $31K | 10.7K | — | — |
| Q1 2026 | $2.8M | 474.0K | — | — |
| Q4 2025 | $746K | 73.3K | — | — |
| Q3 2025 | $12K | 1.1K | — | — |
| Q3 2025 | $523K | 47.9K | — | — |
Other funds holding GTM
$930.9M
$905.9M
$651.7M
$596.6M
$420.7M
$292.3M
$271.5M