Plan A Wealth’s Dollar General DG Stock Holding History

Plan A 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 Q2	$211K	Buy	+1,837	New	+$209K	0.09%	176

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Plan A Wealth's DG Position: Q2 2026 in Review

Plan A Wealth opened a new position in Dollar General (DG) in Q2 2026: 1,837 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #176 among its holdings.

824 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Plan A Wealth held 1,837 shares of Dollar General worth $211K as of Q2 2026.
Dollar General was a new Plan A Wealth position in Q2 2026.
Dollar General made up 0.09% of Plan A Wealth's portfolio in Q2 2026, its #176 holding.
824 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.