CPG
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Cornerstone Planning Group’s Dollar General DG Stock Holding History

Cornerstone Planning Group’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 		$9.49K Buy
82
+12
+17% +$1.71K ﹤0.01% 911
2025
Q4 		$10.2K Buy
70
+27
+63% +$3.01K ﹤0.01% 798
2025
Q3 		$4.25K Sell
43
-16
-27% -$1.75K ﹤0.01% 994
2025
Q2 		$6.54K Buy
59
+18
+44% +$1.79K ﹤0.01% 659
2025
Q1 		$3.91K Buy
41
+38
+1,267% +$2.88K ﹤0.01% 799
2024
Q4 		$220 Buy
3
+1
+50% +$79 ﹤0.01% 1320
2024
Q3 		$160 Sell
2
-6
-75% -$658 ﹤0.01% 1239
2024
Q2 		$984 Buy
+8
New +$1.12K ﹤0.01% 941
2024
Q1 		– Sell
-2
Closed -$272 – 1123
2023
Q4 		$272 Hold
2
– – ﹤0.01% 836
2023
Q3 		$212 Buy
+2
New +$298 ﹤0.01% 1018

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return