GoalVest Advisory
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GoalVest Advisory’s Casey's General Stores CASY Stock Holding History

GoalVest Advisory’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
Q3 		$6.08K Hold
10
– – ﹤0.01% 530
2026
Q2 		$7.95K Buy
+10
New +$8.06K ﹤0.01% 357
2024
Q2 		– Sell
-34
Closed -$10.8K – 330
2024
Q1 		$10.8K Buy
+34
New +$9.9K ﹤0.01% 308

Other funds holding CASY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JLB & Associates
JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return

GoalVest Advisory's CASY Position: Q3 2026 in Review

GoalVest Advisory held its Casey's General Stores (CASY) position steady in Q3 2026 at 10 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

GoalVest Advisory first reported a position in CASY in Q1 2024 and has held it in 3 quarters since. The position peaked at $10.8K in Q1 2024. 439 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • GoalVest Advisory held 10 shares of Casey's General Stores worth $6.08K as of Q3 2026.
  • GoalVest Advisory left its Casey's General Stores share count unchanged in Q3 2026.
  • Casey's General Stores made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #530 holding.
  • GoalVest Advisory first reported a position in Casey's General Stores in Q1 2024 and has held it in 3 quarters since.
  • GoalVest Advisory's Casey's General Stores position peaked at $10.8K in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.