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 Q3	$832K	Buy	1,367 +42	+3%	+$32.4K	0.23%	97
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Gen-Wealth Partners's CASY Position: Q3 2026 in Review

Gen-Wealth Partners increased its Casey's General Stores (CASY) stake by 3.2% in Q3 2026, buying an estimated $32.4K and bringing the position to 1,367 shares worth $832K. The position accounts for 0.23% of the portfolio, ranked #97.

Gen-Wealth Partners first reported a position in CASY in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q1 2026. 525 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

Gen-Wealth Partners held 1,367 shares of Casey's General Stores worth $832K as of Q3 2026.
Gen-Wealth Partners bought 42 Casey's General Stores shares in Q3 2026, an estimated $32.4K.
Casey's General Stores made up 0.23% of Gen-Wealth Partners's portfolio in Q3 2026, its #97 holding.
Gen-Wealth Partners first reported a position in Casey's General Stores in Q2 2025 and has held it in 6 quarters since.
Gen-Wealth Partners's Casey's General Stores position peaked at $1.16M in Q1 2026.
525 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.