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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's DG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Dollar General (DG) in Q1 2026: 177 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DG in Q2 2025 and has held it in 2 quarters since. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 177 shares of Dollar General worth $21K as of Q1 2026.
  • Dollar General was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Dollar General made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #696 holding.
  • Twin Peaks Wealth Advisors first reported a position in Dollar General in Q2 2025 and has held it in 2 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.