EWM
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Evolution Wealth Management’s Dollar General DG Stock Holding History

Evolution 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
2026
Q1 		$8.9K Hold
75
– – 0.01% 532
2025
Q4 		$9.96K Hold
75
– – 0.01% 446
2025
Q3 		$7.75K Hold
75
– – 0.01% 398
2025
Q2 		$8.58K Buy
+75
New +$7.45K 0.01% 376

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

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

Evolution Wealth Management held its Dollar General (DG) position steady in Q1 2026 at 75 shares worth $8.9K. The position accounts for 0.01% of the portfolio, ranked #532.

Evolution Wealth Management first reported a position in DG in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.96K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Evolution Wealth Management held 75 shares of Dollar General worth $8.9K as of Q1 2026.
  • Evolution Wealth Management left its Dollar General share count unchanged in Q1 2026.
  • Dollar General made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #532 holding.
  • Evolution Wealth Management first reported a position in Dollar General in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Dollar General position peaked at $9.96K in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.