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Elite Wealth Management’s Dollar General DG Stock Holding History

Elite 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
2014
Q4 		– Sell
-325
Closed -$3K – 158
2014
Q3 		$3K Buy
+325
New +$19.5K ﹤0.01% 430

Other funds holding DG

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Elite Wealth Management's DG Position: Q1 2026 in Review

Elite Wealth Management opened a new position in Dollar General (DG) in Q1 2026: 9,171 shares worth $1.09M. The stake represents 0.35% of the portfolio and ranks #28 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in DG as recently as Q2 2013.

Elite Wealth Management first reported a position in DG in Q2 2013 and has held it in 2 quarters since. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Elite Wealth Management held 9,171 shares of Dollar General worth $1.09M as of Q1 2026.
  • Dollar General was a new Elite Wealth Management position in Q1 2026.
  • Dollar General made up 0.35% of Elite Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Elite Wealth Management first reported a position in Dollar General in Q2 2013 and has held it in 2 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.