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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
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 		$3.21M 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

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

Spire Wealth Management's DG Position: Q2 2026 in Review

Spire Wealth Management increased its Dollar General (DG) stake by 110% in Q2 2026, buying an estimated $96.7K and bringing the position to 1,628 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #806.

Spire Wealth Management first reported a position in DG in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.1M in Q1 2021. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Spire Wealth Management held 1,628 shares of Dollar General worth $187K as of Q2 2026.
  • Spire Wealth Management bought 851 Dollar General shares in Q2 2026, an estimated $96.7K.
  • Dollar General made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #806 holding.
  • Spire Wealth Management first reported a position in Dollar General in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Dollar General position peaked at $16.1M in Q1 2021.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.