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Guardian Wealth Advisors (North Carolina)’s Dollar General DG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$214K Sell
1,856
-1
-0.1% -$114 0.01% 367
2026
Q1 		$220K Sell
1,857
-91
-5% -$13K 0.01% 333
2025
Q4 		$259K Sell
1,948
-12
-0.6% -$1.34K 0.02% 317
2025
Q3 		$203K Buy
1,960
+86
+5% +$9.43K 0.01% 347
2025
Q2 		$214K Buy
+1,874
New +$186K 0.02% 320
2024
Q3 		– Sell
-1,588
Closed -$210K – 455
2024
Q2 		$210K Sell
1,588
-196
-11% -$27.4K 0.02% 252
2024
Q1 		$278K Sell
1,784
-448
-20% -$63.7K 0.03% 217
2023
Q4 		$303K Sell
2,232
-1,374
-38% -$167K 0.05% 191
2023
Q3 		$381K Sell
3,606
-3,161
-47% -$471K 0.06% 150
2023
Q2 		$1.15M Buy
6,767
+734
+12% +$145K 0.2% 69
2023
Q1 		$1.27M Buy
6,033
+1,223
+25% +$275K 0.22% 59
2022
Q4 		$1.19M Sell
4,810
-166
-3% -$41K 0.23% 58
2022
Q3 		$1.19M Sell
4,976
-130
-3% -$32.1K 0.22% 53
2022
Q2 		$1.25M Buy
5,106
+2,677
+110% +$625K 0.23% 48
2022
Q1 		$541K Buy
2,429
+21
+0.9% +$4.46K 0.23% 76
2021
Q4 		$568K Buy
+2,408
New +$532K 0.24% 72

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Dollar General (DG) stake by 0.05% in Q2 2026, selling an estimated $114 and leaving 1,856 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #367.

Guardian Wealth Advisors (North Carolina) first reported a position in DG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.27M in Q1 2023. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,856 shares of Dollar General worth $214K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 1 Dollar General share in Q2 2026, an estimated $114.
  • Dollar General made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #367 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Dollar General in Q4 2021 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Dollar General position peaked at $1.27M in Q1 2023.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.