HHM Wealth Advisors’s Dollar General DG Stock Holding History

HHM 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
2026 Q2	$7.6K	Hold	66	–	–	﹤0.01%	668
2026 Q1	$7.84K	Hold	66	–	–	﹤0.01%	665
2025 Q4	$8.77K	Sell	66 -400	-86%	-$44.6K	﹤0.01%	638
2025 Q3	$48.2K	Hold	466	–	–	0.01%	381
2025 Q2	$53.3K	Sell	466 -1	-0.2%	-$99	0.01%	363
2025 Q1	$41K	Sell	467 -28	-6%	-$2.12K	0.01%	392
2024 Q4	$37.5K	Buy	495 +66	+15%	+$5.2K	0.01%	401
2024 Q3	$36.3K	Sell	429 -49	-10%	-$5.37K	0.01%	381
2024 Q2	$63.2K	Hold	478	–	–	0.01%	304
2024 Q1	$74.6K	Hold	478	–	–	0.01%	247
2023 Q4	$65K	Sell	478 -6	-1%	-$728	0.01%	262
2023 Q3	$51.2K	Buy	484 +191	+65%	+$28.5K	0.01%	268
2023 Q2	$49.7K	Hold	293	–	–	0.01%	283
2023 Q1	$61.7K	Buy	293 +215	+276%	+$48.3K	0.01%	250
2022 Q4	$19.2K	Sell	78 -2	-3%	-$495	﹤0.01%	365
2022 Q3	$19K	Buy	80 +78	+3,900%	+$19.2K	0.01%	351
2022 Q2	$0	Buy	+2	New	+$467	﹤0.01%	786
2020 Q4	–	Sell	-120	Closed	-$25K	–	537
2020 Q3	$25K	Buy	+120	New	+$23.6K	0.01%	294

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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's DG Position: Q2 2026 in Review

HHM Wealth Advisors held its Dollar General (DG) position steady in Q2 2026 at 66 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

HHM Wealth Advisors first reported a position in DG in Q3 2020 and has held it in 18 quarters since. The position peaked at $74.6K in Q1 2024. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

HHM Wealth Advisors held 66 shares of Dollar General worth $7.6K as of Q2 2026.
HHM Wealth Advisors left its Dollar General share count unchanged in Q2 2026.
Dollar General made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #668 holding.
HHM Wealth Advisors first reported a position in Dollar General in Q3 2020 and has held it in 18 quarters since.
HHM Wealth Advisors's Dollar General position peaked at $74.6K in Q1 2024.
1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.