Back to CASY
WealthPlan Investment Management, LLC → CASY
WealthPlan Investment Management, LLC CASY Position History
Casey's General Stores, Inc. • Consumer Defensive
Quarters held
10
Latest value
$30K
Q3 2026
Peak value
$20.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.9M |
| Q3 2025 | $28K |
| Q4 2025 | $14.8M |
| Q4 2025 | $28K |
| Q1 2026 | $15.4M |
| Q1 2026 | $36K |
| Q2 2026 | $14.2M |
| Q2 2026 | $56K |
| Q3 2026 | $9.8M |
| Q3 2026 | $30K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30K | 50 | — | — |
| Q3 2026 | $9.8M | 16.1K | — | — |
| Q2 2026 | $56K | 70 | — | — |
| Q2 2026 | $14.2M | 17.9K | — | — |
| Q1 2026 | $36K | 50 | — | — |
| Q1 2026 | $15.4M | 21.2K | — | — |
| Q4 2025 | $28K | 50 | — | — |
| Q4 2025 | $14.8M | 26.7K | — | — |
| Q3 2025 | $28K | 50 | — | — |
| Q3 2025 | $20.9M | 37.0K | — | — |
Other funds holding CASY
$1.4B
$1.4B
$742.9M
$551.3M
$493.9M
$458.5M