Retirement Wealth Solutions
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Retirement Wealth Solutions’s Casey's General Stores CASY Stock Holding History

Retirement Wealth Solutions’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 		$21.3K Buy
35
+24
+218% +$18.5K 0.01% 176
2026
Q2 		$8.78K Hold
11
– – ﹤0.01% 244
2026
Q1 		$8.04K Hold
11
– – 0.01% 234
2025
Q4 		$6.1K Sell
11
-1
-8% -$550 ﹤0.01% 285
2025
Q3 		$6.67K Hold
12
– – ﹤0.01% 268
2025
Q2 		$6.02K Sell
12
-24
-67% -$11.1K ﹤0.01% 278
2025
Q1 		$15.5K Hold
36
– – 0.01% 163
2024
Q4 		$13.8K Buy
+36
New +$14.5K 0.01% 188

Other funds holding CASY

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
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Retirement Wealth Solutions's CASY Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Casey's General Stores (CASY) stake by 218% in Q3 2026, buying an estimated $18.5K and bringing the position to 35 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #176.

Retirement Wealth Solutions first reported a position in CASY in Q4 2024 and has held it in 8 quarters since. 215 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Retirement Wealth Solutions held 35 shares of Casey's General Stores worth $21.3K as of Q3 2026.
  • Retirement Wealth Solutions bought 24 Casey's General Stores shares in Q3 2026, an estimated $18.5K.
  • Casey's General Stores made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #176 holding.
  • Retirement Wealth Solutions first reported a position in Casey's General Stores in Q4 2024 and has held it in 8 quarters since.
  • 215 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.