Position in GTM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$32
New position
Shares Held
11
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 332 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026RMG Wealth Management LLC holds $106,246 across 9 Software - Application names. GTM ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
340 | $33,755 | |
| 2 | CRM |
Salesforce, Inc.
|
200 | $31,332 | |
| 3 | INTU |
Intuit Inc.
|
49 | $12,789 | |
| 4 | SHOP |
Shopify Inc.
|
100 | $11,418 | |
| 5 | PAYX |
Paychex Inc
|
91 | $8,948 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
18 | $6,755 | |
| 7 | MSTR |
Strategy Inc
|
14 | $1,217 | |
| 8 | GTM |
ZoomInfo Technologies Inc.
This page
|
11 | $32 |
All Filings in GTM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32 | 11 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||