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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
Q2 		– Sell
-5,497
Closed -$653K – 160
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth's DG Position: Q2 2026 in Review

Evoke Wealth sold out of Dollar General (DG) in Q2 2026, closing a stake of 5,497 shares — an estimated $653K sold.

Evoke Wealth first reported a position in DG in Q3 2019 and held it in 17 quarters. The position peaked at $660K in Q4 2025. 1,130 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Evoke Wealth reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,497 Dollar General shares in Q2 2026, an estimated $653K.
  • Evoke Wealth first reported a position in Dollar General in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Dollar General position peaked at $660K in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.