Geneos Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.8M | Buy |
|
|||||
|
2025
Q2 | $5.29M | Buy |
|
|||||
|
2025
Q1 | $377K | Buy |
|
|||||
|
2024
Q4 | $73.2K | Sell |
|
|||||
|
2024
Q3 | $85.9K | Buy |
|
|||||
|
2024
Q2 | $99.2K | Buy |
|
|||||
|
2024
Q1 | $76.1K | Buy |
|
|||||
|
2023
Q4 | $66K | Sell |
|
|||||
|
2023
Q3 | $59.6K | Sell |
|
|||||
|
2023
Q2 | $114K | Buy |
|
|||||
|
2023
Q1 | $131K | Sell |
|
|||||
|
2022
Q4 | $157K | Hold |
|
|||||
|
2022
Q3 | $153K | Sell |
|
|||||
|
2022
Q2 | $272K | Sell |
|
|||||
|
2022
Q1 | $293K | Sell |
|
|||||
|
2021
Q4 | $345K | Buy |
|
|||||
|
2021
Q3 | $298K | Buy |
|
|||||
|
2021
Q2 | $296K | Sell |
|
|||||
|
2021
Q1 | $739K | Sell |
|
|||||
|
2020
Q4 | $272K | Buy |
|
|||||
|
2020
Q3 | $243K | Buy |
|
|||||
|
2020
Q2 | $214K | Sell |
|
|||||
|
2020
Q1 | $180K | Sell |
|
|||||
|
2019
Q4 | $346K | Sell |
|
|||||
|
2019
Q3 | $361K | Sell |
|
|||||
|
2019
Q2 | $306K | Sell |
|
|||||
|
2019
Q1 | $290K | Sell |
|
|||||
|
2018
Q4 | $267K | Sell |
|
|||||
|
2018
Q3 | $289K | Buy |
|
|||||
|
2018
Q2 | $95K | Sell |
|
|||||
|
2018
Q1 | $95K | Buy |
|
|||||
|
2017
Q4 | $81K | Buy |
|
|||||
|
2017
Q3 | $51K | Buy |
|
|||||
|
2017
Q2 | $43K | Sell |
|
|||||
|
2017
Q1 | $48K | Sell |
|
|||||
|
2016
Q4 | $54K | Buy |
|
|||||
|
2016
Q3 | $16K | Buy |
|
|||||
|
2016
Q2 | $18K | Hold |
|
|||||
|
2016
Q1 | $17K | Buy |
|