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

Golden State 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
Q2 		$44.6K Buy
56
+1
+2% +$806 ﹤0.01% 752
2026
Q1 		$40.1K Hold
55
– – ﹤0.01% 736
2025
Q4 		$30.4K Hold
55
– – ﹤0.01% 815
2025
Q3 		$31.1K Hold
55
– – ﹤0.01% 802
2025
Q2 		$28.1K Hold
55
– – ﹤0.01% 794
2025
Q1 		$23.9K Hold
55
– – ﹤0.01% 766
2024
Q4 		$21.8K Buy
+55
New +$22.2K ﹤0.01% 750

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Golden State Wealth Management's CASY Position: Q2 2026 in Review

Golden State Wealth Management increased its Casey's General Stores (CASY) stake by 1.8% in Q2 2026, buying an estimated $806 and bringing the position to 56 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Golden State Wealth Management first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Golden State Wealth Management held 56 shares of Casey's General Stores worth $44.6K as of Q2 2026.
  • Golden State Wealth Management bought 1 Casey's General Stores share in Q2 2026, an estimated $806.
  • Casey's General Stores made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #752 holding.
  • Golden State Wealth Management first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.