HWM
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HB Wealth Management’s Dollar General DG Stock Holding History

HB 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
Q1 		$1.43M Buy
12,006
+3,002
+33% +$428K 0.01% 534
2025
Q4 		$1.2M Buy
9,004
+407
+5% +$45.4K 0.01% 569
2025
Q3 		$889K Buy
8,597
+1,930
+29% +$212K 0.01% 648
2025
Q2 		$763K Buy
6,667
+393
+6% +$39K 0.01% 611
2025
Q1 		$552K Buy
6,274
+1,249
+25% +$94.6K ﹤0.01% 729
2024
Q4 		$381K Sell
5,025
-91
-2% -$7.17K ﹤0.01% 721
2024
Q3 		$433K Sell
5,116
-4,555
-47% -$499K ﹤0.01% 636
2024
Q2 		$1.28M Buy
9,671
+223
+2% +$31.1K 0.01% 320
2024
Q1 		$1.47M Buy
9,448
+2,980
+46% +$424K 0.02% 295
2023
Q4 		$879K Buy
6,468
+1,984
+44% +$241K 0.01% 339
2023
Q3 		$474K Sell
4,484
-1,089
-20% -$162K 0.01% 445
2023
Q2 		$946K Sell
5,573
-16
-0.3% -$3.16K 0.02% 297
2023
Q1 		$1.18M Sell
5,589
-158
-3% -$35.5K 0.02% 264
2022
Q4 		$1.42M Buy
5,747
+1,156
+25% +$286K 0.03% 237
2022
Q3 		$1.1M Sell
4,591
-455
-9% -$112K 0.02% 242
2022
Q2 		$1.24M Buy
5,046
+375
+8% +$87.5K 0.03% 228
2022
Q1 		$1.04M Buy
4,671
+803
+21% +$171K 0.02% 266
2021
Q4 		$912K Buy
+3,868
New +$854K 0.02% 248

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return