GoalVest Advisory’s Dollar General DG Stock Holding History

GoalVest Advisory’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 Q3	$9.33K	Buy	+78	New	+$9.62K	﹤0.01%	458
2026 Q1	–	Sell	-118	Closed	-$15.7K	–	471
2025 Q4	$15.7K	Buy	+118	New	+$13.2K	﹤0.01%	381
2022 Q4	–	Sell	-123	Closed	-$30K	–	249
2022 Q3	$30K	Hold	123	–	–	0.02%	133
2022 Q2	$31K	Buy	+123	New	+$28.7K	0.02%	190
2021 Q1	–	Sell	-233	Closed	-$49K	–	182
2020 Q4	$49K	Buy	+233	New	+$49.8K	0.04%	118

Other funds holding DG

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GoalVest Advisory's DG Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Dollar General (DG) in Q3 2026: 78 shares worth $9.33K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in DG as recently as Q4 2025.

GoalVest Advisory first reported a position in DG in Q4 2020 and has held it in 5 quarters since. The position peaked at $49K in Q4 2020. 41 funds tracked by Wall St. Rank hold DG as of Q3 2026.

GoalVest Advisory held 78 shares of Dollar General worth $9.33K as of Q3 2026.
Dollar General was a new GoalVest Advisory position in Q3 2026.
Dollar General made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #458 holding.
GoalVest Advisory first reported a position in Dollar General in Q4 2020 and has held it in 5 quarters since.
GoalVest Advisory's Dollar General position peaked at $49K in Q4 2020.
41 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.