Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Dollar General DG Stock Holding History

Wealth Enhancement Advisory Services’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 		$11.5M Buy
110,984
+1,959
+2% +$223K 0.02% 617
2026
Q1 		$11.4M Buy
109,025
+20,689
+23% +$2.95M 0.02% 544
2025
Q4 		$12.9M Buy
88,336
+37,159
+73% +$4.14M 0.02% 616
2025
Q3 		$4.93M Buy
51,177
+23,499
+85% +$2.58M 0.01% 956
2025
Q2 		$3.16M Buy
27,678
+5,327
+24% +$529K 0.01% 1121
2025
Q1 		$1.97M Buy
22,351
+10,209
+84% +$773K ﹤0.01% 1253
2024
Q4 		$921K Buy
12,142
+5,171
+74% +$407K ﹤0.01% 1599
2024
Q3 		$590K Sell
6,971
-3,078
-31% -$337K ﹤0.01% 1711
2024
Q2 		$1.33M Buy
10,049
+71
+0.7% +$9.91K ﹤0.01% 1156
2024
Q1 		$1.56M Buy
9,978
+166
+2% +$23.6K ﹤0.01% 1055
2023
Q4 		$1.33M Buy
9,812
+80
+0.8% +$9.7K ﹤0.01% 1045
2023
Q3 		$1.03M Sell
9,732
-3,673
-27% -$548K ﹤0.01% 1080
2023
Q2 		$2.28M Sell
13,405
-1,046
-7% -$207K 0.02% 186
2023
Q1 		$3.04M Buy
+14,451
New +$3.24M 0.04% 170
2022
Q3 		– Sell
-11,172
Closed -$2.83M – 335
2022
Q2 		$2.83M Buy
11,172
+4,578
+69% +$1.07M 0.04% 178
2022
Q1 		$1.49M Buy
6,594
+152
+2% +$32.3K 0.02% 208
2021
Q4 		$1.32M Sell
6,442
-32,411
-83% -$7.16M 0.02% 203
2021
Q3 		$8.61M Buy
+38,853
New +$8.77M 0.13% 80
2021
Q2 		– Sell
-12,802
Closed -$2.63M – 276
2021
Q1 		$2.63M Buy
12,802
+595
+5% +$118K 0.05% 132
2020
Q4 		$2.58M Buy
12,207
+5,084
+71% +$1.09M 0.06% 105
2020
Q3 		$1.57M Sell
7,123
-262
-4% -$51.5K 0.04% 151
2020
Q2 		$1.44M Buy
+7,385
New +$1.34M 0.04% 153
2019
Q3 		– Sell
-8,424
Closed -$1.14M – 205
2019
Q2 		$1.14M Buy
+8,424
New +$1.06M 0.05% 143

Other funds holding DG

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services's DG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dollar General (DG) stake by 1.8% in Q2 2026, buying an estimated $223K and bringing the position to 110,984 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #617.

Wealth Enhancement Advisory Services first reported a position in DG in Q2 2019 and has held it in 23 quarters since. The position peaked at $12.9M in Q4 2025. 172 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 110,984 shares of Dollar General worth $11.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,959 Dollar General shares in Q2 2026, an estimated $223K.
  • Dollar General made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #617 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dollar General in Q2 2019 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Dollar General position peaked at $12.9M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.