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Creative Planning DG Position History
Dollar General Corporation • Consumer Defensive
Quarters held
10
Latest value
$19.6M
Q3 2026
Peak value
$19.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $226K |
| Q3 2025 | $9.3M |
| Q4 2025 | $16M |
| Q4 2025 | $324K |
| Q1 2026 | $271K |
| Q1 2026 | $16.2M |
| Q2 2026 | $304K |
| Q2 2026 | $15.6M |
| Q3 2026 | $322K |
| Q3 2026 | $19.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.6M | 164.1K | — | — |
| Q3 2026 | $322K | 2.7K | — | — |
| Q2 2026 | $15.6M | 135.6K | — | — |
| Q2 2026 | $304K | 2.6K | — | — |
| Q1 2026 | $16.2M | 136.8K | — | — |
| Q1 2026 | $271K | 2.3K | — | — |
| Q4 2025 | $324K | 2.4K | — | — |
| Q4 2025 | $16M | 120.2K | — | — |
| Q3 2025 | $9.3M | 90.3K | — | — |
| Q3 2025 | $226K | 2.2K | — | — |