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Elevation Wealth Partners’s Dollar General DG Stock Holding History

Elevation Wealth Partners’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 		$32.6K Buy
273
+233
+583% +$28.7K 0.01% 511
2026
Q2 		$4.61K Sell
40
-13
-25% -$1.48K ﹤0.01% 1037
2026
Q1 		$6.29K Buy
53
+7
+15% +$998 ﹤0.01% 638
2025
Q4 		$6.11K Sell
46
-14
-23% -$1.56K ﹤0.01% 585
2025
Q3 		$6.2K Buy
+60
New +$6.58K ﹤0.01% 446

Other funds holding DG

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Elevation Wealth Partners's DG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Dollar General (DG) stake by 583% in Q3 2026, buying an estimated $28.7K and bringing the position to 273 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #511.

Elevation Wealth Partners first reported a position in DG in Q3 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Elevation Wealth Partners held 273 shares of Dollar General worth $32.6K as of Q3 2026.
  • Elevation Wealth Partners bought 233 Dollar General shares in Q3 2026, an estimated $28.7K.
  • Dollar General made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #511 holding.
  • Elevation Wealth Partners first reported a position in Dollar General in Q3 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.