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

Thrive 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 		$331K Sell
2,766
-14
-0.5% -$1.73K 0.04% 176
2026
Q2 		$320K Sell
2,780
-77
-3% -$8.75K 0.04% 180
2026
Q1 		$339K Sell
2,857
-565
-17% -$80.6K 0.05% 159
2025
Q4 		$454K Sell
3,422
-57
-2% -$6.36K 0.07% 136
2025
Q3 		$360K Sell
3,479
-37
-1% -$4.06K 0.05% 160
2025
Q2 		$402K Sell
3,516
-132
-4% -$13.1K 0.06% 145
2025
Q1 		$321K Buy
+3,648
New +$276K 0.06% 152
2024
Q4 		– Sell
-4,168
Closed -$353K – 204
2024
Q3 		$353K Buy
4,168
+620
+17% +$68K 0.06% 154
2024
Q2 		$469K Sell
3,548
-120
-3% -$16.8K 0.09% 112
2024
Q1 		$572K Buy
3,668
+975
+36% +$139K 0.12% 96
2023
Q4 		$366K Buy
2,693
+667
+33% +$80.9K 0.08% 123
2023
Q3 		$214K Sell
2,026
-625
-24% -$93.2K 0.06% 159
2023
Q2 		$450K Sell
2,651
-167
-6% -$33K 0.12% 104
2023
Q1 		$593K Sell
2,818
-48
-2% -$10.8K 0.15% 82
2022
Q4 		$706K Buy
2,866
+138
+5% +$34.1K 0.2% 64
2022
Q3 		$654K Buy
2,728
+506
+23% +$125K 0.23% 60
2022
Q2 		$545K Buy
2,222
+516
+30% +$120K 0.19% 71
2022
Q1 		$380K Sell
1,706
-296
-15% -$62.9K 0.11% 106
2021
Q4 		$472K Buy
+2,002
New +$442K 0.16% 81

Other funds holding DG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

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

Thrive Wealth Management reduced its Dollar General (DG) stake by 0.5% in Q3 2026, selling an estimated $1.73K and leaving 2,766 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #176.

Thrive Wealth Management first reported a position in DG in Q4 2021 and has held it in 19 quarters since. The position peaked at $706K in Q4 2022. 251 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Thrive Wealth Management held 2,766 shares of Dollar General worth $331K as of Q3 2026.
  • Thrive Wealth Management sold 14 Dollar General shares in Q3 2026, an estimated $1.73K.
  • Dollar General made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #176 holding.
  • Thrive Wealth Management first reported a position in Dollar General in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Dollar General position peaked at $706K in Q4 2022.
  • 251 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

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