True Wealth Design’s Dollar General DG Stock Holding History

True Wealth Design’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 Q2	$192K	Buy	1,666 +519	+45%	+$59K	0.05%	124
2026 Q1	$136K	Buy	1,147 +13	+1%	+$1.85K	0.04%	154
2025 Q4	$151K	Buy	1,134 +208	+22%	+$23.2K	0.04%	117
2025 Q3	$95.7K	Buy	926 +836	+929%	+$91.7K	0.03%	173
2025 Q2	$10.3K	Buy	90 +59	+190%	+$5.86K	﹤0.01%	572
2025 Q1	$2.73K	Buy	31 +26	+520%	+$1.97K	﹤0.01%	899
2024 Q4	$380	Sell	5 -2	-29%	-$158	﹤0.01%	1135
2024 Q3	$592	Buy	7 +2	+40%	+$219	﹤0.01%	1071
2024 Q2	$662	Hold	5	–	–	﹤0.01%	606
2024 Q1	$781	Buy	5 +1	+25%	+$142	﹤0.01%	524
2023 Q4	$544	Hold	4	–	–	﹤0.01%	454
2023 Q3	$424	Hold	4	–	–	﹤0.01%	461
2023 Q2	$680	Hold	4	–	–	﹤0.01%	377
2023 Q1	$842	Hold	4	–	–	﹤0.01%	431
2022 Q4	$985	Buy	+4	New	+$989	﹤0.01%	343

Other funds holding DG

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

True Wealth Design's DG Position: Q2 2026 in Review

True Wealth Design increased its Dollar General (DG) stake by 45% in Q2 2026, buying an estimated $59K and bringing the position to 1,666 shares worth $192K. The position accounts for 0.05% of the portfolio, ranked #124.

True Wealth Design first reported a position in DG in Q4 2022 and has held it in 15 quarters since. 146 funds tracked by Wall St. Rank hold DG as of Q2 2026.

True Wealth Design held 1,666 shares of Dollar General worth $192K as of Q2 2026.
True Wealth Design bought 519 Dollar General shares in Q2 2026, an estimated $59K.
Dollar General made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #124 holding.
True Wealth Design first reported a position in Dollar General in Q4 2022 and has held it in 15 quarters since.
146 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.