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Wood Tarver Financial Group’s Dollar General DG Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-16
Closed -$1K – 274
2025
Q2 		$1K Hold
16
– – ﹤0.01% 541
2025
Q1 		$1.44K Hold
16
– – ﹤0.01% 550
2024
Q4 		$1K Buy
+16
New +$1.26K ﹤0.01% 537

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wood Tarver Financial Group's DG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Dollar General (DG) in Q3 2025, closing a stake of 16 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in DG in Q4 2024 and held it in 3 quarters. The position peaked at $1.44K in Q1 2025. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Dollar General position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 16 Dollar General shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in Dollar General in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Dollar General position peaked at $1.44K in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.