GeoWealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

GeoWealth Management’s Portfolio TOTL Stock Details TOTL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$359K	Buy
2020 Q3	–	Sell
2020 Q2	$418K	Buy
2020 Q1	–	Sell
2019 Q4	$259K	Sell
2019 Q3	$2.2M	Buy