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Elevation Wealth Partners’s Casey's General Stores CASY Stock Holding History

Elevation Wealth Partners’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11K Sell
18
-11
-38% -$8.48K ﹤0.01% 864
2026
Q2 		$23K Buy
29
+13
+81% +$10.5K 0.01% 542
2026
Q1 		$11.6K Buy
16
+3
+23% +$1.95K ﹤0.01% 482
2025
Q4 		$7.19K Buy
+13
New +$7.15K ﹤0.01% 546
2024
Q3 		– Sell
-13
Closed -$4.96K – 491
2024
Q2 		$4.96K Buy
+13
New +$4.34K ﹤0.01% 384

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Elevation Wealth Partners's CASY Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Casey's General Stores (CASY) stake by 38% in Q3 2026, selling an estimated $8.48K and leaving 18 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Elevation Wealth Partners first reported a position in CASY in Q2 2024 and has held it in 5 quarters since. The position peaked at $23K in Q2 2026. 31 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Elevation Wealth Partners held 18 shares of Casey's General Stores worth $11K as of Q3 2026.
  • Elevation Wealth Partners sold 11 Casey's General Stores shares in Q3 2026, an estimated $8.48K.
  • Casey's General Stores made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #864 holding.
  • Elevation Wealth Partners first reported a position in Casey's General Stores in Q2 2024 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Casey's General Stores position peaked at $23K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.