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Journey Strategic Wealth’s Dollar General DG Stock Holding History

Journey Strategic Wealth’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 		$443K Buy
3,731
+434
+13% +$61.9K 0.01% 383
2025
Q4 		$438K Buy
3,297
+1,200
+57% +$134K 0.01% 345
2025
Q3 		$217K Sell
2,097
-4
-0.2% -$439 0.01% 627
2025
Q2 		$240K Buy
+2,101
New +$209K 0.01% 525

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Journey Strategic Wealth's DG Position: Q1 2026 in Review

Journey Strategic Wealth increased its Dollar General (DG) stake by 13% in Q1 2026, buying an estimated $61.9K and bringing the position to 3,731 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #383.

Journey Strategic Wealth first reported a position in DG in Q2 2025 and has held it in 4 quarters since. 1,154 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Journey Strategic Wealth held 3,731 shares of Dollar General worth $443K as of Q1 2026.
  • Journey Strategic Wealth bought 434 Dollar General shares in Q1 2026, an estimated $61.9K.
  • Dollar General made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #383 holding.
  • Journey Strategic Wealth first reported a position in Dollar General in Q2 2025 and has held it in 4 quarters since.
  • 1,154 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.