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
2022 Q1	–	Sell	-2,900	Closed	-$684K	–	651
2021 Q4	$684K	Buy	+2,900	New	+$640K	0.04%	243

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

Valeo Financial Advisors's DG Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Dollar General (DG) in Q1 2026, closing a stake of 2,648 shares — an estimated $352K sold.

Valeo Financial Advisors first reported a position in DG in Q3 2017 and held it in 29 quarters. The position peaked at $676K in Q1 2023. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Valeo Financial Advisors reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 2,648 Dollar General shares in Q1 2026, an estimated $352K.
Valeo Financial Advisors first reported a position in Dollar General in Q3 2017 and held it in 29 quarters.
Valeo Financial Advisors's Dollar General position peaked at $676K in Q1 2023.
1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.