AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

GTM holding history

ZoomInfo Technologies Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GTM overview All 13F holders of GTM Full Q2 2026 holdings

Shares (Q2 2026): 22,843
Value: $66.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2023

Holdings of GTM by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,843	$66.9K	<0.1%	+22,843	New	Holders
Q3 2023	0	$0	0.0%	−125,956−100.0%	Sold out	Holders
Q2 2023	125,956	$3.20M	<0.1%	+54,744+76.9%	Added	Holders
Q1 2023	71,212	$1.76M	<0.1%	+71,212	New	Holders