Bradley & Co Private Wealth Management’s Dollar General DG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.45K Hold
30
– – ﹤0.01% 178
2026
Q1
$3.56K Hold
30
– – ﹤0.01% 169
2025
Q4
$3.98K Hold
30
– – ﹤0.01% 168
2025
Q3
$3.1K Hold
30
– – ﹤0.01% 172
2025
Q2
$3.43K Hold
30
– – ﹤0.01% 160
2025
Q1
$2.64K Hold
30
– – ﹤0.01% 159
2024
Q4
$2.27K Buy
+30
New +$2.36K ﹤0.01% 162
2023
Q3
– Sell
-5
Closed -$849 – 184
2023
Q2
$849 Buy
+5
New +$989 ﹤0.01% 165

Other funds holding DG

Bradley & Co Private Wealth Management's DG Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Dollar General (DG) position steady in Q2 2026 at 30 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Bradley & Co Private Wealth Management first reported a position in DG in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.98K in Q4 2025. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Bradley & Co Private Wealth Management held 30 shares of Dollar General worth $3.45K as of Q2 2026.
  • Bradley & Co Private Wealth Management left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Bradley & Co Private Wealth Management first reported a position in Dollar General in Q2 2023 and has held it in 8 quarters since.
  • Bradley & Co Private Wealth Management's Dollar General position peaked at $3.98K in Q4 2025.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.