Genesis Private Wealth’s Casey's General Stores CASY Stock Holding History

Genesis Private Wealth’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	–	Sell	-372	Closed	-$206K	–	185
2025 Q4	$206K	Sell	372 -23	-6%	-$12.7K	0.06%	175
2025 Q3	$223K	Sell	395 -50	-11%	-$26.2K	0.09%	137
2025 Q2	$227K	Buy	+445	New	+$205K	0.11%	136
2025 Q1	–	Sell	-514	Closed	-$204K	–	148
2024 Q4	$204K	Buy	+514	New	+$207K	0.11%	133

Other funds holding CASY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Genesis Private Wealth's CASY Position: Q1 2026 in Review

Genesis Private Wealth sold out of Casey's General Stores (CASY) in Q1 2026, closing a stake of 372 shares — an estimated $206K sold.

Genesis Private Wealth first reported a position in CASY in Q4 2024 and held it in 4 quarters. The position peaked at $227K in Q2 2025. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Genesis Private Wealth reported no remaining Casey's General Stores position as of Q1 2026 after selling out during the quarter.
Genesis Private Wealth sold 372 Casey's General Stores shares in Q1 2026, an estimated $206K.
Genesis Private Wealth first reported a position in Casey's General Stores in Q4 2024 and held it in 4 quarters.
Genesis Private Wealth's Casey's General Stores position peaked at $227K in Q2 2025.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Genesis Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.