Geneos Wealth Management
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Geneos Wealth Management’s Casey's General Stores CASY Stock Holding History

Geneos Wealth Management’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 		$85.8K Buy
141
+36
+34% +$27.8K ﹤0.01% 1443
2026
Q2 		$83.5K Buy
105
+8
+8% +$6.45K ﹤0.01% 1281
2026
Q1 		$70.6K Buy
97
+52
+116% +$33.9K ﹤0.01% 1298
2025
Q4 		$24.9K Hold
45
– – ﹤0.01% 1657
2025
Q3 		$25.4K Sell
45
-120
-73% -$62.8K ﹤0.01% 1632
2025
Q2 		$84.2K Sell
165
-21
-11% -$9.7K ﹤0.01% 1321
2025
Q1 		$80.7K Buy
186
+105
+130% +$43K ﹤0.01% 1252
2024
Q4 		$32.1K Sell
81
-10
-11% -$4.03K ﹤0.01% 1513
2024
Q3 		$34.2K Buy
91
+38
+72% +$14.2K ﹤0.01% 1343
2024
Q2 		$20.2K Buy
+53
New +$17.7K ﹤0.01% 1352
2024
Q1 		– Sell
-2
Closed -$549 – 2139
2023
Q4 		$549 Buy
+2
New +$547 ﹤0.01% 2085
2022
Q1 		– Sell
-10
Closed -$1K – 2781
2021
Q4 		$1K Buy
+10
New +$1.93K ﹤0.01% 2647
2017
Q2 		– Sell
-425
Closed -$47K – 2078
2017
Q1 		$47K Sell
425
-326
-43% -$37.4K ﹤0.01% 905
2016
Q4 		$89K Sell
751
-23
-3% -$2.74K 0.01% 643
2016
Q3 		$93K Buy
774
+341
+79% +$43.9K 0.01% 623
2016
Q2 		$56K Sell
433
-72
-14% -$8.36K 0.01% 764
2016
Q1 		$57K Buy
+505
New +$56.5K 0.01% 760

Other funds holding CASY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geneos Wealth Management's CASY Position: Q3 2026 in Review

Geneos Wealth Management increased its Casey's General Stores (CASY) stake by 34% in Q3 2026, buying an estimated $27.8K and bringing the position to 141 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Geneos Wealth Management first reported a position in CASY in Q1 2016 and has held it in 17 quarters since. The position peaked at $93K in Q3 2016. 645 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Geneos Wealth Management held 141 shares of Casey's General Stores worth $85.8K as of Q3 2026.
  • Geneos Wealth Management bought 36 Casey's General Stores shares in Q3 2026, an estimated $27.8K.
  • Casey's General Stores made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1443 holding.
  • Geneos Wealth Management first reported a position in Casey's General Stores in Q1 2016 and has held it in 17 quarters since.
  • Geneos Wealth Management's Casey's General Stores position peaked at $93K in Q3 2016.
  • 645 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.