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Summit Wealth Group (Colorado)’s Dollar General DG Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-4,280
Closed -$453K – 357
2025
Q3 		$453K Buy
+4,280
New +$469K 0.05% 285

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Dollar General (DG) in Q4 2025, closing a stake of 4,280 shares — an estimated $453K sold.

Summit Wealth Group (Colorado) first reported a position in DG in Q3 2025 and held it in 1 quarter. The position peaked at $453K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,280 Dollar General shares in Q4 2025, an estimated $453K.
  • Summit Wealth Group (Colorado) first reported a position in Dollar General in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Dollar General position peaked at $453K in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.