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

TriaGen 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
Q3 		– Sell
-291
Closed -$231K – 195
2026
Q2 		$231K Buy
291
+16
+6% +$12.9K 0.06% 172
2026
Q1 		$200K Buy
+275
New +$179K 0.05% 169

Other funds holding CASY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TriaGen Wealth Management's CASY Position: Q3 2026 in Review

TriaGen Wealth Management sold out of Casey's General Stores (CASY) in Q3 2026, closing a stake of 291 shares — an estimated $231K sold.

TriaGen Wealth Management first reported a position in CASY in Q1 2026 and held it in 2 quarters. The position peaked at $231K in Q2 2026. 734 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • TriaGen Wealth Management reported no remaining Casey's General Stores position as of Q3 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 291 Casey's General Stores shares in Q3 2026, an estimated $231K.
  • TriaGen Wealth Management first reported a position in Casey's General Stores in Q1 2026 and held it in 2 quarters.
  • TriaGen Wealth Management's Casey's General Stores position peaked at $231K in Q2 2026.
  • 734 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.