Wealth Enhancement Advisory Services
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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
Q3 		$7.05M Buy
10,972
+4,887
+80% +$3.77M 0.01% 896
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's CASY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Casey's General Stores (CASY) stake by 80% in Q3 2026, buying an estimated $3.77M and bringing the position to 10,972 shares worth $7.05M. The position accounts for 0.01% of the portfolio, ranked #896.

Wealth Enhancement Advisory Services first reported a position in CASY in Q3 2023 and has held it in 13 quarters since. 615 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,972 shares of Casey's General Stores worth $7.05M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,887 Casey's General Stores shares in Q3 2026, an estimated $3.77M.
  • Casey's General Stores made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #896 holding.
  • Wealth Enhancement Advisory Services first reported a position in Casey's General Stores in Q3 2023 and has held it in 13 quarters since.
  • 615 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.