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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
2022
Q1 		– Sell
-2,900
Closed -$684K – 652
2021
Q4 		$684K Buy
+2,900
New +$640K 0.04% 244

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.