GRP
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Global Retirement Partners’s Casey's General Stores CASY Stock Holding History

Global Retirement Partners’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
Q4 		$588K Buy
1,063
+980
+1,181% +$539K 0.01% 881
2025
Q3 		$46.9K Sell
83
-31
-27% -$16.2K ﹤0.01% 1925
2025
Q2 		$58.2K Buy
+114
New +$52.5K ﹤0.01% 1691
2024
Q4 		$34.9K Buy
88
+20
+29% +$8.06K ﹤0.01% 1796
2024
Q3 		$25.5K Buy
68
+11
+19% +$4.11K ﹤0.01% 1876
2024
Q2 		$21.7K Sell
57
-26
-31% -$8.68K ﹤0.01% 1942
2024
Q1 		$26.4K Hold
83
– – ﹤0.01% 1691
2023
Q4 		$24K Sell
83
-62
-43% -$17K ﹤0.01% 1677
2023
Q3 		$39.5K Buy
145
+21
+17% +$5.32K ﹤0.01% 1374
2023
Q2 		$30.2K Buy
124
+41
+49% +$9.29K ﹤0.01% 1494
2023
Q1 		$19.8K Buy
+83
New +$18.1K ﹤0.01% 1642
2021
Q2 		– Sell
-20
Closed -$4K – 1869
2021
Q1 		$4K Hold
20
– – ﹤0.01% 1506
2020
Q4 		$4K Hold
20
– – ﹤0.01% 1477
2020
Q3 		$4K Hold
20
– – ﹤0.01% 1350
2020
Q2 		$3K Hold
20
– – ﹤0.01% 1375
2020
Q1 		$3K Hold
20
– – ﹤0.01% 1315
2019
Q4 		$3K Hold
20
– – ﹤0.01% 1406
2019
Q3 		$3K Hold
20
– – ﹤0.01% 1379
2019
Q2 		$3K Hold
20
– – ﹤0.01% 1367
2019
Q1 		$3K Hold
20
– – ﹤0.01% 1330
2018
Q4 		$3K Buy
+20
New +$2.54K ﹤0.01% 1263
2017
Q2 		– Sell
-20
Closed -$2K – 1141
2017
Q1 		$2K Hold
20
– – ﹤0.01% 1013
2016
Q4 		$2K Buy
+20
New +$2.38K ﹤0.01% 946

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Global Retirement Partners's CASY Position: Q4 2025 in Review

Global Retirement Partners increased its Casey's General Stores (CASY) stake by 1,181% in Q4 2025, buying an estimated $539K and bringing the position to 1,063 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #881.

Global Retirement Partners first reported a position in CASY in Q4 2016 and has held it in 23 quarters since. 864 funds tracked by Wall St. Rank hold CASY as of Q4 2025.

  • Global Retirement Partners held 1,063 shares of Casey's General Stores worth $588K as of Q4 2025.
  • Global Retirement Partners bought 980 Casey's General Stores shares in Q4 2025, an estimated $539K.
  • Casey's General Stores made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #881 holding.
  • Global Retirement Partners first reported a position in Casey's General Stores in Q4 2016 and has held it in 23 quarters since.
  • 864 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.