GSWM
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Golden State Wealth Management’s Dolby DLB Stock Holding History

Golden State Wealth Management’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.78K Hold
79
– – ﹤0.01% 1224
2025
Q4 		$5.08K Buy
79
+1
+1% +$67 ﹤0.01% 1237
2025
Q3 		$5.7K Hold
78
– – ﹤0.01% 1231
2025
Q2 		$5.82K Hold
78
– – ﹤0.01% 1197
2025
Q1 		$6.27K Buy
78
+1
+1% +$82 ﹤0.01% 1122
2024
Q4 		$6.07K Buy
+77
New +$5.87K ﹤0.01% 1077
2020
Q2 		– Sell
-73
Closed -$4K – 349
2020
Q1 		$4K Buy
+73
New +$4.78K ﹤0.01% 768
2019
Q4 		– Sell
-73
Closed -$5K – 251
2019
Q3 		$5K Buy
73
+1
+1% +$63 ﹤0.01% 851
2019
Q2 		$4K Hold
72
– – ﹤0.01% 894
2019
Q1 		$5K Buy
+72
New +$4.6K ﹤0.01% 895

Other funds holding DLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return