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Gen-Wealth Partners’s Dollar General DG Stock Holding History

Gen-Wealth Partners’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 		$2.88K Hold
25
– – ﹤0.01% 623
2026
Q1 		$2.97K Hold
25
– – ﹤0.01% 624
2025
Q4 		$3.32K Hold
25
– – ﹤0.01% 590
2025
Q3 		$2.58K Hold
25
– – ﹤0.01% 599
2025
Q2 		$2.86K Buy
+25
New +$2.48K ﹤0.01% 546

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

Gen-Wealth Partners's DG Position: Q2 2026 in Review

Gen-Wealth Partners held its Dollar General (DG) position steady in Q2 2026 at 25 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Gen-Wealth Partners first reported a position in DG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.32K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Gen-Wealth Partners held 25 shares of Dollar General worth $2.88K as of Q2 2026.
  • Gen-Wealth Partners left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #623 holding.
  • Gen-Wealth Partners first reported a position in Dollar General in Q2 2025 and has held it in 5 quarters since.
  • Gen-Wealth Partners's Dollar General position peaked at $3.32K in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

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