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Pinnacle Wealth Planning Services’s Dollar General DG Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$60.2K Buy
523
+45
+9% +$5.11K 0.01% 1149
2026
Q1 		$56.8K Buy
478
+4
+0.8% +$570 0.01% 1129
2025
Q4 		$62.9K Buy
+474
New +$52.9K 0.01% 1046
2024
Q3 		– Sell
-1,524
Closed -$202K – 537
2024
Q2 		$202K Sell
1,524
-61
-4% -$8.52K 0.03% 427
2024
Q1 		$247K Buy
1,585
+4
+0.3% +$569 0.04% 359
2023
Q4 		$215K Buy
+1,581
New +$192K 0.03% 376
2023
Q2 		– Sell
-2,366
Closed -$498K – 471
2023
Q1 		$498K Sell
2,366
-86
-4% -$19.3K 0.08% 174
2022
Q4 		$604K Buy
2,452
+9
+0.4% +$2.23K 0.11% 132
2022
Q3 		$586K Sell
2,443
-79
-3% -$19.5K 0.11% 122
2022
Q2 		$619K Sell
2,522
-89
-3% -$20.8K 0.11% 127
2022
Q1 		$581K Buy
2,611
+388
+17% +$82.4K 0.11% 146
2021
Q4 		$524K Buy
2,223
+34
+2% +$7.51K 0.1% 147
2021
Q3 		$464K Buy
2,189
+86
+4% +$19.4K 0.1% 155
2021
Q2 		$455K Buy
2,103
+208
+11% +$43.7K 0.11% 150
2021
Q1 		$384K Sell
1,895
-27
-1% -$5.36K 0.1% 173
2020
Q4 		$405K Sell
1,922
-79
-4% -$16.9K 0.1% 139
2020
Q3 		$419K Sell
2,001
-70
-3% -$13.8K 0.14% 114
2020
Q2 		$395K Sell
2,071
-67
-3% -$12.1K 0.13% 131
2020
Q1 		$322K Buy
2,138
+260
+14% +$40.1K 0.15% 131
2019
Q4 		$292K Buy
1,878
+241
+15% +$38.2K 0.14% 155
2019
Q3 		$260K Buy
+1,637
New +$237K 0.14% 137

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's DG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Dollar General (DG) stake by 9.4% in Q2 2026, buying an estimated $5.11K and bringing the position to 523 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #1149.

Pinnacle Wealth Planning Services first reported a position in DG in Q3 2019 and has held it in 21 quarters since. The position peaked at $619K in Q2 2022. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 523 shares of Dollar General worth $60.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 45 Dollar General shares in Q2 2026, an estimated $5.11K.
  • Dollar General made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1149 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dollar General in Q3 2019 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's Dollar General position peaked at $619K in Q2 2022.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.