KWM
DG icon

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
2020
Q3 		– Sell
-100
Closed -$1K – 656
2020
Q2 		$1K Buy
+100
New +$18.1K ﹤0.01% 592

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

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.