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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → GTM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC GTM Position History
ZoomInfo Technologies Inc. • Technology
Quarters held
5
Latest value
$217K
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q4 2025 | $1.4M |
| Q1 2026 | $808K |
| Q2 2026 | $319K |
| Q3 2026 | $217K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $217K | 56.6K | — | — |
| Q2 2026 | $319K | 123.6K | — | — |
| Q1 2026 | $808K | 156.1K | — | — |
| Q4 2025 | $1.4M | 129.4K | — | — |
| Q3 2025 | $1.6M | 152.8K | — | — |
Other funds holding GTM
$930.9M
$905.9M
$651.7M
$596.6M
$420.7M
$292.3M
$271.5M