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GeoWealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

GeoWealth Management’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
23,006
+5,817
+34% +$286K 0.04% 291
2026
Q1 		$849K Buy
17,189
+1,603
+10% +$79.8K 0.03% 340
2025
Q4 		$774K Buy
+15,586
New +$776K 0.03% 340
2025
Q1 		– Sell
-229
Closed -$11K – 1251
2024
Q4 		$11K Buy
229
+30
+15% +$1.47K ﹤0.01% 1476
2024
Q3 		$10K Buy
+199
New +$9.88K ﹤0.01% 1369

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

GeoWealth Management's DMBS Position: Q2 2026 in Review

GeoWealth Management increased its DoubleLine Mortgage ETF (DMBS) stake by 34% in Q2 2026, buying an estimated $286K and bringing the position to 23,006 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #291.

GeoWealth Management first reported a position in DMBS in Q3 2024 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • GeoWealth Management held 23,006 shares of DoubleLine Mortgage ETF worth $1.13M as of Q2 2026.
  • GeoWealth Management bought 5,817 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $286K.
  • DoubleLine Mortgage ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #291 holding.
  • GeoWealth Management first reported a position in DoubleLine Mortgage ETF in Q3 2024 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.