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
2021 Q1	–	Sell	-2,000	Closed	-$14K	–	171
2020 Q4	$14K	Buy	+2,000	New	+$427K	0.01%	169

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 $59.9B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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. 1,149 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.
1,149 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.