Kingsview Wealth Management’s Dollar General DG Stock Holding History

Kingsview 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	$1.23M	Sell	10,328 -3,111	-23%	-$444K	0.02%	611
2025 Q4	$1.78M	Sell	13,439 -114,016	-89%	-$12.7M	0.03%	498
2025 Q3	$13.2M	Buy	127,455 +35,269	+38%	+$3.87M	0.2%	96
2025 Q2	$10.5M	Sell	92,186 -33,019	-26%	-$3.28M	0.18%	97
2025 Q1	$11M	Buy	125,205 +6,323	+5%	+$479K	0.21%	99
2024 Q4	$9.01M	Buy	118,882 +14,431	+14%	+$1.14M	0.18%	122
2024 Q3	$8.83M	Buy	104,451 +102,608	+5,567%	+$11.2M	0.19%	112
2024 Q2	$244K	Buy	1,843 +524	+40%	+$73.2K	0.01%	919
2024 Q1	$206K	Sell	1,319 -239	-15%	-$34K	0.01%	958
2023 Q4	$212K	Buy	+1,558	New	+$189K	0.01%	885
2021 Q1	–	Sell	-2,190	Closed	-$461K	–	875
2020 Q4	$461K	Sell	2,190 -1,104	-34%	-$236K	0.03%	459
2020 Q3	$690K	Buy	3,294 +1,071	+48%	+$211K	0.06%	298
2020 Q2	$424K	Buy	+2,223	New	+$402K	0.04%	364

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's DG Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Dollar General (DG) stake by 23% in Q1 2026, selling an estimated $444K and leaving 10,328 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #611.

Kingsview Wealth Management first reported a position in DG in Q2 2020 and has held it in 13 quarters since. The position peaked at $13.2M in Q3 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Kingsview Wealth Management held 10,328 shares of Dollar General worth $1.23M as of Q1 2026.
Kingsview Wealth Management sold 3,111 Dollar General shares in Q1 2026, an estimated $444K.
Dollar General made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #611 holding.
Kingsview Wealth Management first reported a position in Dollar General in Q2 2020 and has held it in 13 quarters since.
Kingsview Wealth Management's Dollar General position peaked at $13.2M in Q3 2025.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.