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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
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

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

Retirement Wealth Solutions's CASY Position: Q2 2026 in Review

Retirement Wealth Solutions held its Casey's General Stores (CASY) position steady in Q2 2026 at 11 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Retirement Wealth Solutions first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5K in Q1 2025. 143 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Retirement Wealth Solutions held 11 shares of Casey's General Stores worth $8.78K as of Q2 2026.
  • Retirement Wealth Solutions left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #244 holding.
  • Retirement Wealth Solutions first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Casey's General Stores position peaked at $15.5K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.