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Grey Fox Wealth Advisors’s Dollar General DG Stock Holding History

Grey Fox Wealth Advisors’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
-1
Closed -$109 – 250
2025
Q3 		$109 Buy
+1
New +$110 ﹤0.01% 638
2023
Q2 		– Sell
-64
Closed -$13.5K – 206
2023
Q1 		$13.5K Buy
64
+5
+8% +$1.12K 0.01% 286
2022
Q4 		$14.5K Buy
+59
New +$14.6K 0.01% 258

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Grey Fox Wealth Advisors's DG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Dollar General (DG) in Q4 2025, closing a stake of 1 share — an estimated $109 sold.

Grey Fox Wealth Advisors first reported a position in DG in Q4 2022 and held it in 3 quarters. The position peaked at $14.5K in Q4 2022. 1,169 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 1 Dollar General share in Q4 2025, an estimated $109.
  • Grey Fox Wealth Advisors first reported a position in Dollar General in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Dollar General position peaked at $14.5K in Q4 2022.
  • 1,169 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.