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

Gen-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
Q1 		$1.16M Sell
1,594
-282
-15% -$184K 0.37% 61
2025
Q4 		$1.04M Sell
1,876
-78
-4% -$42.9K 0.33% 62
2025
Q3 		$1.1M Sell
1,954
-76
-4% -$39.8K 0.37% 61
2025
Q2 		$1.04M Buy
+2,030
New +$935K 0.4% 63

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gen-Wealth Partners's CASY Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Casey's General Stores (CASY) stake by 15% in Q1 2026, selling an estimated $184K and leaving 1,594 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #61.

Gen-Wealth Partners first reported a position in CASY in Q2 2025 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Gen-Wealth Partners held 1,594 shares of Casey's General Stores worth $1.16M as of Q1 2026.
  • Gen-Wealth Partners sold 282 Casey's General Stores shares in Q1 2026, an estimated $184K.
  • Casey's General Stores made up 0.37% of Gen-Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • Gen-Wealth Partners first reported a position in Casey's General Stores in Q2 2025 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.