Spire Wealth Management
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Spire Wealth Management’s Dollar General DG Stock Holding History

Spire 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
2026
Q3 		$68.2K Sell
570
-1,058
-65% -$130K ﹤0.01% 1040
2026
Q2 		$187K Buy
1,628
+851
+110% +$96.7K 0.01% 806
2026
Q1 		$92.2K Sell
777
-115
-13% -$16.4K ﹤0.01% 986
2025
Q4 		$118K Buy
892
+213
+31% +$23.8K ﹤0.01% 938
2025
Q3 		$70.2K Buy
679
+40
+6% +$4.38K ﹤0.01% 1121
2025
Q2 		$73K Sell
639
-43
-6% -$4.27K ﹤0.01% 1087
2025
Q1 		$60K Sell
682
-435
-39% -$32.9K ﹤0.01% 1220
2024
Q4 		$84.7K Buy
1,117
+19
+2% +$1.5K ﹤0.01% 1094
2024
Q3 		$92.9K Sell
1,098
-765
-41% -$83.9K ﹤0.01% 931
2024
Q2 		$246K Sell
1,863
-897
-33% -$125K 0.01% 669
2024
Q1 		$431K Sell
2,760
-1,007
-27% -$143K 0.01% 557
2023
Q4 		$498K Sell
3,767
-76
-2% -$9.22K 0.02% 519
2023
Q3 		$407K Sell
3,843
-664
-15% -$99K 0.02% 519
2023
Q2 		$765K Sell
4,507
-2,184
-33% -$432K 0.03% 397
2023
Q1 		$1.41M Buy
6,691
+3,009
+82% +$675K 0.05% 284
2022
Q4 		$907K Sell
3,682
-154
-4% -$38.1K 0.05% 250
2022
Q3 		$920K Sell
3,836
-4,867
-56% -$1.2M 0.06% 223
2022
Q2 		$2.14M Sell
8,703
-2,485
-22% -$580K 0.09% 203
2022
Q1 		$2.49M Sell
11,188
-3,164
-22% -$672K 0.07% 239
2021
Q4 		$3.38M Sell
14,352
-804
-5% -$178K 0.08% 223
2021
Q3 		$3.22M Sell
15,156
-681
-4% -$154K 0.09% 214
2021
Q2 		$3.43M Sell
15,837
-66,351
-81% -$13.9M 0.09% 202
2021
Q1 		$16.1M Buy
+82,188
New +$16.3M 0.43% 56

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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

Spire Wealth Management's DG Position: Q3 2026 in Review

Spire Wealth Management reduced its Dollar General (DG) stake by 65% in Q3 2026, selling an estimated $130K and leaving 570 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Spire Wealth Management first reported a position in DG in Q1 2021 and has held it in 23 quarters since. The position peaked at $16.1M in Q1 2021. 682 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Spire Wealth Management held 570 shares of Dollar General worth $68.2K as of Q3 2026.
  • Spire Wealth Management sold 1,058 Dollar General shares in Q3 2026, an estimated $130K.
  • Dollar General made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1040 holding.
  • Spire Wealth Management first reported a position in Dollar General in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Dollar General position peaked at $16.1M in Q1 2021.
  • 682 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.