Retirement Wealth Solutions
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Retirement Wealth Solutions’s Dollar General DG Stock Holding History

Retirement Wealth Solutions’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 		$957 Sell
8
-1
-11% -$123 ﹤0.01% 747
2026
Q2 		$1.04K Buy
9
+3
+50% +$341 ﹤0.01% 637
2026
Q1 		$713 Hold
6
– – ﹤0.01% 682
2025
Q4 		$797 Hold
6
– – ﹤0.01% 616
2025
Q3 		$621 Buy
+6
New +$658 ﹤0.01% 660

Other funds holding DG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Retirement Wealth Solutions's DG Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Dollar General (DG) stake by 11% in Q3 2026, selling an estimated $123 and leaving 8 shares worth $957. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Retirement Wealth Solutions first reported a position in DG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04K in Q2 2026. 626 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Retirement Wealth Solutions held 8 shares of Dollar General worth $957 as of Q3 2026.
  • Retirement Wealth Solutions sold 1 Dollar General share in Q3 2026, an estimated $123.
  • Dollar General made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #747 holding.
  • Retirement Wealth Solutions first reported a position in Dollar General in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Dollar General position peaked at $1.04K in Q2 2026.
  • 626 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.