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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
Q2 		$1.05M Sell
1,325
-269
-17% -$217K 0.29% 77
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gen-Wealth Partners's CASY Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Casey's General Stores (CASY) stake by 17% in Q2 2026, selling an estimated $217K and leaving 1,325 shares worth $1.05M. The position accounts for 0.29% of the portfolio, ranked #77.

Gen-Wealth Partners first reported a position in CASY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q1 2026. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Gen-Wealth Partners held 1,325 shares of Casey's General Stores worth $1.05M as of Q2 2026.
  • Gen-Wealth Partners sold 269 Casey's General Stores shares in Q2 2026, an estimated $217K.
  • Casey's General Stores made up 0.29% of Gen-Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Gen-Wealth Partners first reported a position in Casey's General Stores in Q2 2025 and has held it in 5 quarters since.
  • Gen-Wealth Partners's Casey's General Stores position peaked at $1.16M in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.