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Gibbs Wealth Management’s Casey's General Stores CASY Stock Holding History

Gibbs 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 		$755K Sell
1,037
-356
-26% -$232K 0.1% 209
2025
Q4 		$827K Sell
1,393
-470
-25% -$259K 0.2% 122
2025
Q3 		$1.05M Sell
1,863
-445
-19% -$233K 0.24% 93
2025
Q2 		$1.18M Buy
2,308
+128
+6% +$59K 0.23% 101
2025
Q1 		$946K Buy
2,180
+345
+19% +$141K 0.23% 99
2024
Q4 		$727K Buy
1,835
+373
+26% +$150K 0.2% 111
2024
Q3 		$549K Buy
1,462
+180
+14% +$67.3K 0.18% 135
2024
Q2 		$489K Buy
+1,282
New +$428K 0.2% 120

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gibbs Wealth Management reduced its Casey's General Stores (CASY) stake by 26% in Q1 2026, selling an estimated $232K and leaving 1,037 shares worth $755K. The position accounts for 0.1% of the portfolio, ranked #209.

Gibbs Wealth Management first reported a position in CASY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q2 2025. 964 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Gibbs Wealth Management held 1,037 shares of Casey's General Stores worth $755K as of Q1 2026.
  • Gibbs Wealth Management sold 356 Casey's General Stores shares in Q1 2026, an estimated $232K.
  • Casey's General Stores made up 0.1% of Gibbs Wealth Management's portfolio in Q1 2026, its #209 holding.
  • Gibbs Wealth Management first reported a position in Casey's General Stores in Q2 2024 and has held it in 8 quarters since.
  • Gibbs Wealth Management's Casey's General Stores position peaked at $1.18M in Q2 2025.
  • 964 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

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