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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
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

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

Retirement Wealth Solutions's DG Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Dollar General (DG) stake by 50% in Q2 2026, buying an estimated $341 and bringing the position to 9 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Retirement Wealth Solutions first reported a position in DG in Q3 2025 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Retirement Wealth Solutions held 9 shares of Dollar General worth $1.04K as of Q2 2026.
  • Retirement Wealth Solutions bought 3 Dollar General shares in Q2 2026, an estimated $341.
  • Dollar General made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #637 holding.
  • Retirement Wealth Solutions first reported a position in Dollar General in Q3 2025 and has held it in 4 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.