Kingsview Wealth Management
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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
Q3 		$1.44M Sell
12,052
-627
-5% -$77.3K 0.02% 650
2026
Q2 		$1.46M Buy
12,679
+2,351
+23% +$267K 0.02% 637
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Kingsview Wealth Management's DG Position: Q3 2026 in Review

Kingsview Wealth Management reduced its Dollar General (DG) stake by 4.9% in Q3 2026, selling an estimated $77.3K and leaving 12,052 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #650.

Kingsview Wealth Management first reported a position in DG in Q2 2020 and has held it in 15 quarters since. The position peaked at $13.2M in Q3 2025. 996 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Kingsview Wealth Management held 12,052 shares of Dollar General worth $1.44M as of Q3 2026.
  • Kingsview Wealth Management sold 627 Dollar General shares in Q3 2026, an estimated $77.3K.
  • Dollar General made up 0.02% of Kingsview Wealth Management's portfolio in Q3 2026, its #650 holding.
  • Kingsview Wealth Management first reported a position in Dollar General in Q2 2020 and has held it in 15 quarters since.
  • Kingsview Wealth Management's Dollar General position peaked at $13.2M in Q3 2025.
  • 996 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.