GeoWealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-229	Closed	-$11K	–	1251
2024 Q4	$11K	Buy	229 +30	+15%	+$1.44K	﹤0.01%	1476
2024 Q3	$10K	Buy	+199	New	+$10K	﹤0.01%	1369