TPWA
DG icon

Twin Peaks Wealth Advisors’s Dollar General DG Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-177
Closed -$21K – 728
2026
Q1 		$21K Buy
+177
New +$25.2K 0.01% 696
2025
Q3 		– Sell
-113
Closed -$13K – 653
2025
Q2 		$13K Buy
+113
New +$11.2K ﹤0.01% 797

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's DG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Dollar General (DG) in Q2 2026, closing a stake of 177 shares — an estimated $21K sold.

Twin Peaks Wealth Advisors first reported a position in DG in Q2 2025 and held it in 2 quarters. The position peaked at $21K in Q1 2026. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 177 Dollar General shares in Q2 2026, an estimated $21K.
  • Twin Peaks Wealth Advisors first reported a position in Dollar General in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Dollar General position peaked at $21K in Q1 2026.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.