Evoke Wealth’s Dollar General DG Stock Holding History

Evoke Wealth’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	$653K	Buy	5,497 +527	+11%	+$75.1K	0.01%	355
2025 Q4	$660K	Buy	4,970 +1,593	+47%	+$178K	0.01%	337
2025 Q3	$349K	Buy	3,377 +1,000	+42%	+$110K	0.01%	471
2025 Q2	$272K	Buy	+2,377	New	+$236K	0.01%	481
2022 Q4	–	Sell	-71	Closed	-$17K	–	566
2022 Q3	$17K	Buy	71 +6	+9%	+$1.48K	﹤0.01%	664
2022 Q2	$16K	Sell	65 -3	-4%	-$700	﹤0.01%	692
2022 Q1	$15K	Buy	68 +21	+45%	+$4.46K	﹤0.01%	700
2021 Q4	$11K	Hold	47	–	–	﹤0.01%	772
2021 Q3	$9K	Sell	47 -14	-23%	-$3.16K	﹤0.01%	757
2021 Q2	$13K	Sell	61 -33	-35%	-$6.93K	﹤0.01%	710
2021 Q1	$19K	Buy	94 +44	+88%	+$8.74K	﹤0.01%	597
2020 Q4	$11K	Hold	50	–	–	﹤0.01%	570
2020 Q3	$10K	Hold	50	–	–	﹤0.01%	559
2020 Q2	$10K	Sell	50 -4	-7%	-$724	﹤0.01%	546
2020 Q1	$8.16K	Sell	54 -52	-49%	-$8.03K	﹤0.01%	534
2019 Q4	$16.5K	Buy	106 +4	+4%	+$635	﹤0.01%	634
2019 Q3	$16.2K	Buy	+102	New	+$14.8K	﹤0.01%	712

Other funds holding DG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return