TriaGen Wealth Management’s Dollar General DG Stock Holding History

TriaGen 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 Q1	–	Sell	-6,315	Closed	-$838K	–	179
2025 Q4	$838K	Hold	6,315	–	–	0.22%	95
2025 Q3	$653K	Buy	6,315 +159	+3%	+$17.4K	0.17%	111
2025 Q2	$704K	Buy	+6,156	New	+$611K	0.21%	95
2023 Q2	–	Sell	-1,101	Closed	-$232K	–	172
2023 Q1	$232K	Sell	1,101 -226	-17%	-$50.7K	0.12%	146
2022 Q4	$327K	Sell	1,327 -10	-0.7%	-$2.47K	0.18%	124
2022 Q3	$321K	Buy	1,337 +6	+0.5%	+$1.48K	0.18%	114
2022 Q2	$327K	Buy	+1,331	New	+$311K	0.23%	102
2021 Q1	–	Sell	-8,221	Closed	-$1.73M	–	172
2020 Q4	$1.73M	Buy	+8,221	New	+$1.76M	1.01%	34

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TriaGen Wealth Management's DG Position: Q1 2026 in Review

TriaGen Wealth Management sold out of Dollar General (DG) in Q1 2026, closing a stake of 6,315 shares — an estimated $838K sold.

TriaGen Wealth Management first reported a position in DG in Q4 2020 and held it in 8 quarters. The position peaked at $1.73M in Q4 2020. 1,154 funds tracked by Wall St. Rank hold DG as of Q1 2026.

TriaGen Wealth Management reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
TriaGen Wealth Management sold 6,315 Dollar General shares in Q1 2026, an estimated $838K.
TriaGen Wealth Management first reported a position in Dollar General in Q4 2020 and held it in 8 quarters.
TriaGen Wealth Management's Dollar General position peaked at $1.73M in Q4 2020.
1,154 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.