Golden State Wealth Management’s Dollar General DG Stock Holding History

Golden State Wealth Management’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	$58.4K	Sell	507 -8	-2%	-$909	0.01%	691
2026 Q1	$61.3K	Sell	515 -15	-3%	-$2.14K	0.01%	635
2025 Q4	$70.5K	Buy	530 +1	+0.2%	+$112	0.01%	605
2025 Q3	$54.7K	Buy	529 +343	+184%	+$37.6K	0.01%	648
2025 Q2	$21.3K	Sell	186 -15	-7%	-$1.49K	﹤0.01%	870
2025 Q1	$17.7K	Hold	201	–	–	﹤0.01%	834
2024 Q4	$15.2K	Buy	+201	New	+$15.8K	﹤0.01%	837
2020 Q2	–	Sell	-93	Closed	-$14K	–	402
2020 Q1	$14K	Buy	+93	New	+$14.4K	0.01%	555
2019 Q4	–	Sell	-80	Closed	-$13K	–	244
2019 Q3	$13K	Buy	80 +40	+100%	+$5.79K	﹤0.01%	687
2019 Q2	$5K	Sell	40 -50	-56%	-$6.32K	﹤0.01%	866
2019 Q1	$11K	Buy	+90	New	+$10.5K	﹤0.01%	760

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's DG Position: Q2 2026 in Review

Golden State Wealth Management reduced its Dollar General (DG) stake by 1.6% in Q2 2026, selling an estimated $909 and leaving 507 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #691.

Golden State Wealth Management first reported a position in DG in Q1 2019 and has held it in 11 quarters since. The position peaked at $70.5K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Golden State Wealth Management held 507 shares of Dollar General worth $58.4K as of Q2 2026.
Golden State Wealth Management sold 8 Dollar General shares in Q2 2026, an estimated $909.
Dollar General made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #691 holding.
Golden State Wealth Management first reported a position in Dollar General in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Dollar General position peaked at $70.5K in Q4 2025.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.