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 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%	-$9.68K	﹤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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geneos Wealth Management's CASY Position: Q2 2026 in Review

Geneos Wealth Management increased its Casey's General Stores (CASY) stake by 8.2% in Q2 2026, buying an estimated $6.45K and bringing the position to 105 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Geneos Wealth Management first reported a position in CASY in Q1 2016 and has held it in 16 quarters since. The position peaked at $93K in Q3 2016. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Geneos Wealth Management held 105 shares of Casey's General Stores worth $83.5K as of Q2 2026.
Geneos Wealth Management bought 8 Casey's General Stores shares in Q2 2026, an estimated $6.45K.
Casey's General Stores made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1281 holding.
Geneos Wealth Management first reported a position in Casey's General Stores in Q1 2016 and has held it in 16 quarters since.
Geneos Wealth Management's Casey's General Stores position peaked at $93K in Q3 2016.
1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.