Back to CASY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CASY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CASY Position History
Casey's General Stores, Inc. • Consumer Defensive
Quarters held
6
Latest value
$128K
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q4 2025 | $3.9M |
| Q1 2026 | $3.7M |
| Q2 2026 | $5M |
| Q3 2026 | $7M |
| Q3 2026 | $128K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $128K | 200 | — | — |
| Q3 2026 | $7M | 11.0K | — | — |
| Q2 2026 | $5M | 6.1K | — | — |
| Q1 2026 | $3.7M | 5.0K | — | — |
| Q4 2025 | $3.9M | 6.9K | — | — |
| Q3 2025 | $3M | 5.5K | — | — |
Other funds holding CASY
$1.4B
$1.4B
$742.9M
$551.3M
$493.9M
$458.5M