True Wealth Design’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$46.9K Sell
59
-2
-3% -$1.61K 0.01% 510
2026
Q1
$44.4K Buy
61
+7
+13% +$4.56K 0.01% 439
2025
Q4
$29.8K Buy
54
+42
+350% +$23.1K 0.01% 477
2025
Q3
$6.78K Buy
12
+7
+140% +$3.66K ﹤0.01% 972
2025
Q2
$2.55K Hold
5
﹤0.01% 1078
2025
Q1
$2.17K Buy
5
+2
+67% +$820 ﹤0.01% 980
2024
Q4
$1.19K Hold
3
﹤0.01% 886
2024
Q3
$1.13K Buy
3
+1
+50% +$374 ﹤0.01% 944
2024
Q2
$764 Buy
2
+1
+100% +$334 ﹤0.01% 573
2024
Q1
$319 Buy
+1
New +$292 ﹤0.01% 706
2023
Q4
Sell
-1
Closed -$272 787
2023
Q3
$272 Buy
+1
New +$253 ﹤0.01% 585

Other funds holding CASY

True Wealth Design's CASY Position: Q2 2026 in Review

True Wealth Design reduced its Casey's General Stores (CASY) stake by 3.3% in Q2 2026, selling an estimated $1.61K and leaving 59 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #510.

True Wealth Design first reported a position in CASY in Q3 2023 and has held it in 11 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • True Wealth Design held 59 shares of Casey's General Stores worth $46.9K as of Q2 2026.
  • True Wealth Design sold 2 Casey's General Stores shares in Q2 2026, an estimated $1.61K.
  • Casey's General Stores made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #510 holding.
  • True Wealth Design first reported a position in Casey's General Stores in Q3 2023 and has held it in 11 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.