Wealth Enhancement Trust Services
CASY icon

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

Wealth Enhancement Trust 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 		– Sell
-7
Closed -$5.56K – 905
2026
Q2 		$5.56K Buy
+7
New +$5.64K ﹤0.01% 826

Other funds holding CASY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Wealth Enhancement Trust Services sold out of Casey's General Stores (CASY) in Q3 2026, closing a stake of 7 shares — an estimated $5.56K sold.

Wealth Enhancement Trust Services first reported a position in CASY in Q2 2026 and held it in 1 quarter. The position peaked at $5.56K in Q2 2026. 856 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Casey's General Stores position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 7 Casey's General Stores shares in Q3 2026, an estimated $5.56K.
  • Wealth Enhancement Trust Services first reported a position in Casey's General Stores in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Casey's General Stores position peaked at $5.56K in Q2 2026.
  • 856 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.