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Genus Capital Management’s Casey's General Stores CASY Stock Holding History

Genus Capital 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
2025
Q1 		– Sell
-2,500
Closed -$991K – 223
2024
Q4 		$991K Buy
2,500
+700
+39% +$282K 0.13% 131
2024
Q3 		$676K Buy
+1,800
New +$673K 0.09% 140

Other funds holding CASY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Genus Capital Management's CASY Position: Q2 2026 in Review

Genus Capital Management reduced its Casey's General Stores (CASY) stake by 2.7% in Q2 2026, selling an estimated $96.7K and leaving 4,340 shares worth $3.45M. The position accounts for 0.34% of the portfolio, ranked #85.

Genus Capital Management first reported a position in CASY in Q1 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Genus Capital Management held 4,340 shares of Casey's General Stores worth $3.45M as of Q2 2026.
  • Genus Capital Management sold 120 Casey's General Stores shares in Q2 2026, an estimated $96.7K.
  • Casey's General Stores made up 0.34% of Genus Capital Management's portfolio in Q2 2026, its #85 holding.
  • Genus Capital Management first reported a position in Casey's General Stores in Q1 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.