Position in DG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,877
-$91 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,062
of 1,127 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Gen-Wealth Partners Inc holds $4,397,961 across 4 Discount Stores names. DG ranks #4 (0.1% of the industry book) .
All Filings in DG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,877 | 25 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,968 | 25 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,319 | 25 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,583 | 25 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,859 | 25 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||