Triad Wealth Partners’s Dollar General DG Stock Holding History

Triad Wealth Partners’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 Q1	–	Sell	-3,617	Closed	-$480K	–	485
2025 Q4	$480K	Buy	3,617 +33	+0.9%	+$3.68K	0.05%	280
2025 Q3	$370K	Buy	+3,584	New	+$393K	0.05%	248
2024 Q3	–	Sell	-19	Closed	-$2.51K	–	255
2024 Q2	$2.51K	Buy	+19	New	+$2.65K	﹤0.01%	723

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's DG Position: Q1 2026 in Review

Triad Wealth Partners sold out of Dollar General (DG) in Q1 2026, closing a stake of 3,617 shares — an estimated $480K sold.

Triad Wealth Partners first reported a position in DG in Q2 2024 and held it in 3 quarters. The position peaked at $480K in Q4 2025. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Triad Wealth Partners reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 3,617 Dollar General shares in Q1 2026, an estimated $480K.
Triad Wealth Partners first reported a position in Dollar General in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's Dollar General position peaked at $480K in Q4 2025.
1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.