Wealth Enhancement Advisory Services
CASY icon

Wealth Enhancement Advisory Services’s Casey's General Stores CASY Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.99M Buy
6,085
+1,077
+22% +$868K 0.01% 1006
2026
Q1 		$3.72M Sell
5,008
-1,871
-27% -$1.22M 0.01% 1051
2025
Q4 		$3.88M Buy
6,879
+1,385
+25% +$762K 0.01% 1151
2025
Q3 		$3.05M Buy
5,494
+133
+2% +$69.6K ﹤0.01% 1204
2025
Q2 		$2.77M Buy
5,361
+2,124
+66% +$979K ﹤0.01% 1196
2025
Q1 		$1.41M Buy
3,237
+362
+13% +$148K ﹤0.01% 1426
2024
Q4 		$1.14M Buy
2,875
+161
+6% +$64.9K ﹤0.01% 1467
2024
Q3 		$1.02M Sell
2,714
-137
-5% -$51.2K ﹤0.01% 1380
2024
Q2 		$1.09M Hold
2,851
– – ﹤0.01% 1242
2024
Q1 		$908K Buy
2,851
+103
+4% +$30.1K ﹤0.01% 1280
2023
Q4 		$755K Buy
2,748
+33
+1% +$9.03K ﹤0.01% 1280
2023
Q3 		$737K Buy
+2,715
New +$688K ﹤0.01% 1226

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's CASY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Casey's General Stores (CASY) stake by 22% in Q2 2026, buying an estimated $868K and bringing the position to 6,085 shares worth $4.99M. The position accounts for 0.01% of the portfolio, ranked #1006.

Wealth Enhancement Advisory Services first reported a position in CASY in Q3 2023 and has held it in 12 quarters since. 212 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,085 shares of Casey's General Stores worth $4.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,077 Casey's General Stores shares in Q2 2026, an estimated $868K.
  • Casey's General Stores made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1006 holding.
  • Wealth Enhancement Advisory Services first reported a position in Casey's General Stores in Q3 2023 and has held it in 12 quarters since.
  • 212 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.