GSWM
DBL

Golden State Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Golden State Wealth Management’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 		$32.3K Sell
2,212
-14
-0.6% -$209 ﹤0.01% 797
2025
Q4 		$34K Sell
2,226
-1,871
-46% -$28.8K ﹤0.01% 787
2025
Q3 		$63.8K Buy
4,097
+40
+1% +$616 0.01% 613
2025
Q2 		$62.4K Buy
4,057
+38
+0.9% +$588 0.01% 597
2025
Q1 		$62.8K Buy
4,019
+38
+1% +$595 0.01% 544
2024
Q4 		$61.7K Buy
+3,981
New +$61.7K 0.01% 541
2022
Q1 		$203K Buy
12,118
+1,118
+10% +$19.8K 0.04% 295
2021
Q4 		$211K Buy
+11,000
New +$212K 0.04% 346

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return