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Valeo Financial Advisors’s Dollar General DG Stock Holding History

Valeo Financial 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
Q3 		$237K Buy
+1,986
New +$245K 0.01% 716
2026
Q1 		– Sell
-2,648
Closed -$352K – 787
2025
Q4 		$352K Buy
2,648
+342
+15% +$38.1K 0.01% 567
2025
Q3 		$238K Sell
2,306
-248
-10% -$27.2K 0.01% 690
2025
Q2 		$292K Buy
+2,554
New +$254K 0.01% 586
2024
Q4 		– Sell
-2,952
Closed -$250K – 756
2024
Q3 		$250K Sell
2,952
-1,709
-37% -$187K 0.01% 586
2024
Q2 		$616K Buy
4,661
+152
+3% +$21.2K 0.02% 328
2024
Q1 		$646K Buy
4,509
+734
+19% +$104K 0.02% 310
2023
Q4 		$513K Buy
+3,775
New +$458K 0.02% 359
2023
Q3 		– Sell
-1,962
Closed -$333K – 651
2023
Q2 		$333K Sell
1,962
-1,248
-39% -$247K 0.02% 410
2023
Q1 		$676K Buy
3,210
+1,562
+95% +$351K 0.03% 278
2022
Q4 		$406K Buy
+1,648
New +$408K 0.02% 316
2022
Q2 		– Sell
-2,620
Closed -$583K – 549
2022
Q1 		$583K Buy
2,620
+1,532
+141% +$325K 0.03% 297
2021
Q4 		$257K Buy
1,088
+69
+7% +$15.2K 0.01% 450
2021
Q3 		$216K Buy
1,019
+65
+7% +$14.7K 0.01% 480
2021
Q2 		$206K Sell
954
-62
-6% -$13K 0.01% 440
2021
Q1 		$206K Sell
1,016
-21
-2% -$4.17K 0.01% 432
2020
Q4 		$218K Buy
1,037
+283
+38% +$60.4K 0.01% 397
2020
Q3 		$158K Sell
754
-96
-11% -$18.9K 0.01% 369
2020
Q2 		$162K Buy
850
+650
+325% +$118K 0.01% 368
2020
Q1 		$34K Sell
200
-127
-39% -$19.6K ﹤0.01% 723
2019
Q4 		$51K Sell
327
-25
-7% -$3.97K 0.01% 634
2019
Q3 		$56K Buy
352
+30
+9% +$4.34K 0.01% 561
2019
Q2 		$44K Sell
322
-200
-38% -$25.3K 0.01% 641
2019
Q1 		$62K Sell
522
-854
-62% -$99.3K 0.01% 517
2018
Q4 		$149K Buy
1,376
+508
+59% +$55K 0.02% 303
2018
Q3 		$97K Buy
868
+692
+393% +$71.9K 0.01% 405
2018
Q2 		$18K Buy
176
+31
+21% +$2.98K ﹤0.01% 792
2018
Q1 		$14K Buy
145
+33
+29% +$3.17K ﹤0.01% 828
2017
Q4 		$10K Sell
112
-35
-24% -$3.01K ﹤0.01% 831
2017
Q3 		$12K Buy
+147
New +$11K ﹤0.01% 655

Other funds holding DG

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Valeo Financial Advisors's DG Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Dollar General (DG) in Q3 2026: 1,986 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in DG as recently as Q4 2025.

Valeo Financial Advisors first reported a position in DG in Q3 2017 and has held it in 30 quarters since. The position peaked at $676K in Q1 2023. 41 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Valeo Financial Advisors held 1,986 shares of Dollar General worth $237K as of Q3 2026.
  • Dollar General was a new Valeo Financial Advisors position in Q3 2026.
  • Dollar General made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #716 holding.
  • Valeo Financial Advisors first reported a position in Dollar General in Q3 2017 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Dollar General position peaked at $676K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.