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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
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 +$9.93K ﹤0.01% 308

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

GoalVest Advisory's CASY Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Casey's General Stores (CASY) in Q2 2026: 10 shares worth $7.95K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CASY as recently as Q1 2024.

GoalVest Advisory first reported a position in CASY in Q1 2024 and has held it in 2 quarters since. The position peaked at $10.8K in Q1 2024. 143 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • GoalVest Advisory held 10 shares of Casey's General Stores worth $7.95K as of Q2 2026.
  • Casey's General Stores was a new GoalVest Advisory position in Q2 2026.
  • Casey's General Stores made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #357 holding.
  • GoalVest Advisory first reported a position in Casey's General Stores in Q1 2024 and has held it in 2 quarters since.
  • GoalVest Advisory's Casey's General Stores position peaked at $10.8K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.