Golden State Equity Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Golden State Equity Partners’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$108K	Buy	+7,377	New	+$110K	0.01%	731
2025 Q1	–	Sell	-10,339	Closed	-$160K	–	438
2024 Q4	$160K	Buy	+10,339	New	+$160K	0.03%	421
2024 Q3	–	Sell	-11,421	Closed	-$175K	–	830
2024 Q2	$175K	Buy	+11,421	New	+$172K	0.04%	391
2023 Q4	$191K	Sell	12,435 -258	-2%	-$3.77K	0.05%	346
2023 Q3	$185K	Sell	12,693 -65	-0.5%	-$937	0.05%	319
2023 Q2	$185K	Buy	+12,758	New	+$185K	0.05%	349

Other funds holding DBL

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return