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InceptionR’s Dollar General DG Stock Holding History

InceptionR’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 		$1.31M Buy
+11,001
New +$1.57M 0.31% 82
2025
Q4 		– Sell
-7,100
Closed -$734K – 665
2025
Q3 		$734K Buy
+7,100
New +$778K 0.18% 206
2024
Q2 		– Sell
-6,936
Closed -$1.08M – 650
2024
Q1 		$1.08M Buy
+6,936
New +$986K 0.28% 127
2023
Q4 		– Sell
-6,086
Closed -$644K – 394
2023
Q3 		$644K Buy
6,086
+2,397
+65% +$357K 0.37% 83
2023
Q2 		$626K Buy
+3,689
New +$729K 0.33% 101

Other funds holding DG

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

InceptionR's DG Position: Q1 2026 in Review

InceptionR opened a new position in Dollar General (DG) in Q1 2026: 11,001 shares worth $1.31M. The stake represents 0.31% of the portfolio and ranks #82 among its holdings. This is a return to the name: InceptionR previously reported a position in DG as recently as Q3 2025.

InceptionR first reported a position in DG in Q2 2023 and has held it in 5 quarters since. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • InceptionR held 11,001 shares of Dollar General worth $1.31M as of Q1 2026.
  • Dollar General was a new InceptionR position in Q1 2026.
  • Dollar General made up 0.31% of InceptionR's portfolio in Q1 2026, its #82 holding.
  • InceptionR first reported a position in Dollar General in Q2 2023 and has held it in 5 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.