Private Wealth Management Group, LLC
- SEC CIK
- 0002011342
- Latest filing
- Jul 27, 2026
GTM holding history
ZoomInfo Technologies Inc. in every 13F filed by Private Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GTM overviewAll 13F holders of GTMFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −60−100.0% | Sold out | Holders |
| Q1 2025 | 60 | $600 | <0.1% | −4−6.3% | Reduced | Holders |
| Q4 2024 | 64 | $673 | <0.1% | −1−1.5% | Reduced | Holders |
| Q3 2024 | 65 | $671 | <0.1% | +65 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −131−100.0% | Sold out | Holders |
| Q1 2024 | 131 | $2.10K | <0.1% | −99−43.0% | Reduced | Holders |
| Q4 2023 | 230 | $4.25K | <0.1% | – | No prior filing | Holders |