GeoWealth Management’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$913K Buy
1,148
+923
+410% +$744K 0.03% 345
2026
Q1
$165K Buy
+225
New +$147K 0.01% 757
2025
Q3
Sell
-243
Closed -$124K 827
2025
Q2
$124K Buy
+243
New +$112K ﹤0.01% 763
2025
Q1
Sell
-183
Closed -$72.5K 1168
2024
Q4
$72.5K Buy
183
+8
+5% +$3.22K ﹤0.01% 1048
2024
Q3
$65.8K Buy
+175
New +$65.4K ﹤0.01% 1002

Other funds holding CASY

GeoWealth Management's CASY Position: Q2 2026 in Review

GeoWealth Management increased its Casey's General Stores (CASY) stake by 410% in Q2 2026, buying an estimated $744K and bringing the position to 1,148 shares worth $913K. The position accounts for 0.03% of the portfolio, ranked #345.

GeoWealth Management first reported a position in CASY in Q3 2024 and has held it in 5 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • GeoWealth Management held 1,148 shares of Casey's General Stores worth $913K as of Q2 2026.
  • GeoWealth Management bought 923 Casey's General Stores shares in Q2 2026, an estimated $744K.
  • Casey's General Stores made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #345 holding.
  • GeoWealth Management first reported a position in Casey's General Stores in Q3 2024 and has held it in 5 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.