Groesbeck Investment Management’s Dollar General DG Stock Holding History

Groesbeck Investment 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	$6K	Hold	50	–	–	0.01%	93
2026 Q1	$6K	Hold	50	–	–	0.01%	90
2025 Q4	$7K	Buy	+50	New	+$5.58K	0.01%	89
2023 Q2	–	Sell	-992	Closed	-$209K	–	85
2023 Q1	$209K	Hold	992	–	–	0.31%	83
2022 Q4	$244K	Buy	992 +42	+4%	+$10.4K	0.41%	71
2022 Q3	$233K	Hold	950	–	–	0.38%	82
2022 Q2	$233K	Hold	950	–	–	0.38%	82
2022 Q1	$211K	Hold	950	–	–	0.24%	105
2021 Q4	$224K	Buy	+950	New	+$210K	0.28%	88
2018 Q4	–	Sell	-2,100	Closed	-$230K	–	92
2018 Q3	$230K	Sell	2,100 -17,700	-89%	-$1.84M	0.16%	97
2018 Q2	$1.95M	Buy	19,800 +800	+4%	+$76.9K	1.37%	28
2018 Q1	$1.78M	Buy	19,000 +14,850	+358%	+$1.43M	1.29%	29
2017 Q4	$386K	Buy	+4,150	New	+$357K	0.27%	74

Other funds holding DG

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return