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FullCircle Wealth’s Dollar General DG Stock Holding History

FullCircle 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
2025
Q3 		$943K Buy
9,451
+195
+2% +$21.4K 0.33% 101
2025
Q2 		$1.03M Buy
9,256
+49
+0.5% +$4.86K 0.38% 90
2025
Q1 		$851K Buy
9,207
+563
+7% +$42.6K 0.35% 96
2024
Q4 		$630K Buy
+8,644
New +$681K 0.26% 117

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

FullCircle Wealth's DG Position: Q3 2025 in Review

FullCircle Wealth increased its Dollar General (DG) stake by 2.1% in Q3 2025, buying an estimated $21.4K and bringing the position to 9,451 shares worth $943K. The position accounts for 0.33% of the portfolio, ranked #101.

FullCircle Wealth first reported a position in DG in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2025. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

  • FullCircle Wealth held 9,451 shares of Dollar General worth $943K as of Q3 2025.
  • FullCircle Wealth bought 195 Dollar General shares in Q3 2025, an estimated $21.4K.
  • Dollar General made up 0.33% of FullCircle Wealth's portfolio in Q3 2025, its #101 holding.
  • FullCircle Wealth first reported a position in Dollar General in Q4 2024 and has held it in 4 quarters since.
  • FullCircle Wealth's Dollar General position peaked at $1.03M in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.