Ameliora Wealth Management
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Ameliora Wealth Management’s Dollar General DG Stock Holding History

Ameliora 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
Q3 		$35.9K Hold
300
– – 0.01% 156
2026
Q2 		$34.5K Hold
300
– – 0.01% 154
2026
Q1 		$35.6K Hold
300
– – 0.01% 159
2025
Q4 		$39.8K Hold
300
– – 0.01% 156
2025
Q3 		$31K Hold
300
– – 0.01% 169
2025
Q2 		$34.3K Hold
300
– – 0.01% 160
2025
Q1 		$26.4K Hold
300
– – 0.01% 181
2024
Q4 		$22.7K Buy
+300
New +$23.6K 0.01% 184

Other funds holding DG

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ameliora Wealth Management's DG Position: Q3 2026 in Review

Ameliora Wealth Management held its Dollar General (DG) position steady in Q3 2026 at 300 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #156.

Ameliora Wealth Management first reported a position in DG in Q4 2024 and has held it in 8 quarters since. The position peaked at $39.8K in Q4 2025. 626 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Ameliora Wealth Management held 300 shares of Dollar General worth $35.9K as of Q3 2026.
  • Ameliora Wealth Management left its Dollar General share count unchanged in Q3 2026.
  • Dollar General made up 0.01% of Ameliora Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Ameliora Wealth Management first reported a position in Dollar General in Q4 2024 and has held it in 8 quarters since.
  • Ameliora Wealth Management's Dollar General position peaked at $39.8K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.