4Wealth Advisors’s Dollar General DG Stock Holding History

4Wealth Advisors’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,535	Closed	-$575K	–	133
2025 Q1	$575K	Buy	+6,535	New	+$495K	0.63%	52

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

4Wealth Advisors's DG Position: Q2 2025 in Review

4Wealth Advisors sold out of Dollar General (DG) in Q2 2025, closing a stake of 6,535 shares — an estimated $575K sold.

4Wealth Advisors first reported a position in DG in Q1 2025 and held it in 1 quarter. The position peaked at $575K in Q1 2025. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

4Wealth Advisors reported no remaining Dollar General position as of Q2 2025 after selling out during the quarter.
4Wealth Advisors sold 6,535 Dollar General shares in Q2 2025, an estimated $575K.
4Wealth Advisors first reported a position in Dollar General in Q1 2025 and held it in 1 quarter.
4Wealth Advisors's Dollar General position peaked at $575K in Q1 2025.
1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on 4Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.