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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
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
-299
-64% -$138K ﹤0.01% 1321
2025
Q1 		$201K Buy
464
+383
+473% +$157K ﹤0.01% 1227
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
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

Geneos Wealth Management's CASY Position: Q1 2026 in Review

Geneos Wealth Management increased its Casey's General Stores (CASY) stake by 116% in Q1 2026, buying an estimated $33.9K and bringing the position to 97 shares worth $70.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Geneos Wealth Management first reported a position in CASY in Q1 2016 and has held it in 15 quarters since. The position peaked at $201K in Q1 2025. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Geneos Wealth Management held 97 shares of Casey's General Stores worth $70.6K as of Q1 2026.
  • Geneos Wealth Management bought 52 Casey's General Stores shares in Q1 2026, an estimated $33.9K.
  • Casey's General Stores made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1298 holding.
  • Geneos Wealth Management first reported a position in Casey's General Stores in Q1 2016 and has held it in 15 quarters since.
  • Geneos Wealth Management's Casey's General Stores position peaked at $201K in Q1 2025.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.