GeoWealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
GeoWealth Management's TOTL Position: Q2 2026 in Review
GeoWealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 6.8% in Q2 2026, selling an estimated $24.3K and leaving 8,415 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #619.
GeoWealth Management first reported a position in TOTL in Q3 2019 and has held it in 5 quarters since. The position peaked at $2.2M in Q3 2019. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- GeoWealth Management held 8,415 shares of State Street DoubleLine Total Return Tactical ETF worth $332K as of Q2 2026.
- GeoWealth Management sold 614 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $24.3K.
- State Street DoubleLine Total Return Tactical ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #619 holding.
- GeoWealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2019 and has held it in 5 quarters since.
- GeoWealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $2.2M in Q3 2019.
- 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.