Position in DG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$107,052
-$3,366 QoQ
Shares Held
930
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#863
of 1,125 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026CrossGen Wealth, LLC holds $4,741,333 across 4 Discount Stores names. DG ranks #3 (2.3% of the industry book) .
All Filings in DG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,052 | 930 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $110,418 | 930 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $123,476 | 930 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||