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IHT Wealth Management’s Dollar General DG Stock Holding History

IHT 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
2025
Q2 		– Sell
-2,401
Closed -$211K – 1163
2025
Q1 		$211K Sell
2,401
-1,582
-40% -$120K 0.01% 1008
2024
Q4 		$302K Buy
+3,983
New +$314K 0.01% 851
2023
Q2 		– Sell
-1,921
Closed -$404K – 981
2023
Q1 		$404K Sell
1,921
-153
-7% -$34.3K 0.02% 582
2022
Q4 		$511K Buy
2,074
+283
+16% +$70K 0.03% 490
2022
Q3 		$430K Buy
+1,791
New +$442K 0.03% 499
2022
Q1 		– Sell
-1,034
Closed -$244K – 791
2021
Q4 		$244K Buy
+1,034
New +$228K 0.02% 686
2018
Q2 		– Sell
-11
Closed -$1K – 639
2018
Q1 		$1K Hold
11
– – ﹤0.01% 1578
2017
Q4 		$1K Buy
+11
New +$946 ﹤0.01% 1569
2017
Q3 		– Sell
-28
Closed – – 1461
2017
Q2 		$0 Hold
28
– – ﹤0.01% 1417
2017
Q1 		$2K Sell
28
-165
-85% -$12.1K ﹤0.01% 1069
2016
Q4 		$14K Buy
+193
New +$14.1K 0.01% 726

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IHT Wealth Management's DG Position: Q2 2025 in Review

IHT Wealth Management sold out of Dollar General (DG) in Q2 2025, closing a stake of 2,401 shares — an estimated $211K sold.

IHT Wealth Management first reported a position in DG in Q4 2016 and held it in 11 quarters. The position peaked at $511K in Q4 2022. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

  • IHT Wealth Management reported no remaining Dollar General position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 2,401 Dollar General shares in Q2 2025, an estimated $211K.
  • IHT Wealth Management first reported a position in Dollar General in Q4 2016 and held it in 11 quarters.
  • IHT Wealth Management's Dollar General position peaked at $511K in Q4 2022.
  • 1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.