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GC Wealth Management RIA’s Dollar General DG Stock Holding History

GC Wealth Management RIA’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
Q4 		– Sell
-6,292
Closed -$650K – 593
2025
Q3 		$650K Buy
+6,292
New +$690K 0.02% 477
2024
Q2 		– Sell
-3,770
Closed -$588K – 270
2024
Q1 		$588K Sell
3,770
-474
-11% -$67.4K 0.12% 147
2023
Q4 		$577K Buy
+4,244
New +$515K 0.26% 105

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GC Wealth Management RIA's DG Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Dollar General (DG) in Q4 2025, closing a stake of 6,292 shares — an estimated $650K sold.

GC Wealth Management RIA first reported a position in DG in Q4 2023 and held it in 3 quarters. The position peaked at $650K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 6,292 Dollar General shares in Q4 2025, an estimated $650K.
  • GC Wealth Management RIA first reported a position in Dollar General in Q4 2023 and held it in 3 quarters.
  • GC Wealth Management RIA's Dollar General position peaked at $650K in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.