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Cherry Tree Wealth Management’s Dollar General DG Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-7
Closed -$616 – 637
2025
Q1 		$616 Hold
7
– – ﹤0.01% 714
2024
Q4 		$531 Hold
7
– – ﹤0.01% 608
2024
Q3 		$592 Hold
7
– – ﹤0.01% 583
2024
Q2 		$926 Hold
7
– – ﹤0.01% 549
2024
Q1 		$1.09K Hold
7
– – ﹤0.01% 543
2023
Q4 		$952 Hold
7
– – ﹤0.01% 545
2023
Q3 		$741 Sell
7
-2
-22% -$298 ﹤0.01% 544
2023
Q2 		$1.44K Buy
+9
New +$1.78K ﹤0.01% 514

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cherry Tree Wealth Management's DG Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Dollar General (DG) in Q2 2025, closing a stake of 7 shares — an estimated $616 sold.

Cherry Tree Wealth Management first reported a position in DG in Q2 2023 and held it in 8 quarters. The position peaked at $1.44K in Q2 2023. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Dollar General position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 7 Dollar General shares in Q2 2025, an estimated $616.
  • Cherry Tree Wealth Management first reported a position in Dollar General in Q2 2023 and held it in 8 quarters.
  • Cherry Tree Wealth Management's Dollar General position peaked at $1.44K in Q2 2023.
  • 1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.