Avidian Wealth Enterprises
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Avidian Wealth Enterprises’s Dollar General DG Stock Holding History

Avidian Wealth Enterprises’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 		$3.12M Buy
26,089
+400
+2% +$49.3K 0.09% 149
2026
Q2 		$2.96M Buy
25,689
+403
+2% +$45.8K 0.08% 152
2026
Q1 		$3M Buy
+25,286
New +$3.61M 0.1% 139
2021
Q1 		– Sell
-964
Closed -$203K – 372
2020
Q4 		$203K Buy
+964
New +$206K 0.02% 302

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Avidian Wealth Enterprises's DG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Dollar General (DG) stake by 1.6% in Q3 2026, buying an estimated $49.3K and bringing the position to 26,089 shares worth $3.12M. The position accounts for 0.09% of the portfolio, ranked #149.

Avidian Wealth Enterprises first reported a position in DG in Q4 2020 and has held it in 4 quarters since. 770 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Avidian Wealth Enterprises held 26,089 shares of Dollar General worth $3.12M as of Q3 2026.
  • Avidian Wealth Enterprises bought 400 Dollar General shares in Q3 2026, an estimated $49.3K.
  • Dollar General made up 0.09% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #149 holding.
  • Avidian Wealth Enterprises first reported a position in Dollar General in Q4 2020 and has held it in 4 quarters since.
  • 770 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.