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AWM
Activest Wealth Management’s
Dollar General
DG
Stock Holding History
Activest Wealth Management’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
2026
Q1
$41.8K
Hold
352
–
–
0.01%
368
2025
Q4
$46.7K
Buy
352
+297
+540%
+$33.1K
0.01%
329
2025
Q3
$5.68K
Buy
55
+3
+6%
+$329
﹤0.01%
617
2025
Q2
$5.95K
Buy
52
+7
+16%
+$695
﹤0.01%
520
2025
Q1
$3.96K
Buy
+45
New
+$3.41K
﹤0.01%
542
2024
Q4
–
Hold
0
–
–
–
975
2024
Q3
–
Hold
0
–
–
–
630
2024
Q2
–
Sell
-26
Closed
-$3.63K
–
571
2024
Q1
$4.06K
Hold
26
–
–
﹤0.01%
273
2023
Q4
$3.54K
Hold
26
–
–
﹤0.01%
248
2023
Q3
$2.75K
Hold
26
–
–
﹤0.01%
255
2023
Q2
$4.92K
Hold
26
–
–
﹤0.01%
231
2023
Q1
$5.47K
Buy
+26
New
+$5.84K
﹤0.01%
206
2022
Q3
–
Sell
-26
Closed
-$6K
–
480
2022
Q2
$6K
Hold
26
–
–
﹤0.01%
241
2022
Q1
$6K
Sell
26
-148
-85%
-$31.4K
﹤0.01%
241
2021
Q4
$41K
Hold
174
–
–
0.03%
114
2021
Q3
$37K
Hold
174
–
–
0.02%
124
2021
Q2
$38K
Hold
174
–
–
0.03%
109
2021
Q1
$35K
Buy
+174
New
+$34.6K
0.03%
119
Other funds holding DG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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