Ownership history in Cherry Tree Wealth Management, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in ZOOMINFO TECHNOLOGIES INC (GTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 52 | — | 0% | 0.00% | $568 | $10.91 |
| 2025 Q2 | UNCHANGED | 52 | — | 0% | 0.00% | $527 | $10.12 |
| 2025 Q1 | UNCHANGED | 52 | — | 0% | 0.00% | $520 | $10.00 |
| 2024 Q4 | UNCHANGED | 52 | — | 0% | 0.00% | $547 | $10.51 |
| 2024 Q3 | UNCHANGED | 52 | — | 0% | 0.00% | $537 | $10.32 |
| 2024 Q2 | UNCHANGED | 52 | — | 0% | 0.00% | $665 | $12.77 |
| 2024 Q1 | UNCHANGED | 52 | — | 0% | 0.00% | $834 | $16.03 |
| 2023 Q4 | UNCHANGED | 52 | — | 0% | 0.00% | $962 | $18.49 |
| 2023 Q3 | UNCHANGED | 52 | — | 0% | 0.00% | $853 | $16.40 |
| 2023 Q2 | INITIATED | 52 | — | — | 0.00% | $1K | $25.39 |
As of 2025 Q4 — sorted by position size