Wealthcare Capital Partners, LLC CASY — CASEYS GEN STORES INC

Ownership history in Wealthcare Capital Partners, LLC  ·  7 quarters on record

AI Ownership Summary

Wealthcare Capital Partners, LLC reported CASEYS GEN STORES INC (CASY) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.24% in 2026 Q1. The latest visible filing shows CASY at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CASY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Capital Partners, LLC's position in CASEYS GEN STORES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CASY was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CASY stock page Wealthcare Capital Partners, LLC fund profile Wealthcare Capital Partners, LLC full holdings
How Wealthcare Capital Partners, LLC held CASY — position size vs. price
% of Fund (quarterly)    CASY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 704 — 0% 0.23% $560K 2026-07-09 $822.00
2026 Q1 REDUCED — — — 704 -1 -0.1% 0.24% $512K 2026-04-15 $736.32
2025 Q4 REDUCED — — — 705 -2 -0.3% 0.18% $390K 2026-01-14 $615.30
2025 Q3 UNCHANGED — — — 707 — 0% 0.18% $400K 2025-11-07 $532.70
2025 Q2 UNCHANGED — — — 707 — 0% 0.18% $361K 2025-07-22 $521.42
2025 Q1 ADDED — — — 707 +53 +8.1% 0.16% $307K 2025-04-14 $458.53
2024 Q4 INITIATED — — — 654 — — 0.13% $259K 2025-01-29 $417.04

🏢 Other funds also holding CASY

As of 2026 Q2 — sorted by position size

ORSER CAPITAL MANAGEMENT, LLC 3Y 1.59% Bath Savings Trust Co 3Y 7Y 0.87% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.56% West Financial Advisors, LLC 3Y 0.26% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.25% Clarus Wealth Advisors 3Y 7Y 0.21% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.18% First Bank & Trust 3Y 7Y 0.17% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.17% Foster Group, Inc. 3Y 0.17%

FAQ About Wealthcare Capital Partners, LLC and CASY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Capital Partners, LLC reported owning CASY?

Wealthcare Capital Partners, LLC reported CASY across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CASY position in Wealthcare Capital Partners, LLC's portfolio?

The largest reported portfolio weight for CASY was 0.24% in 2026 Q1.

What is the latest reported CASY position on this page?

The most recent filing on this page is 2026 Q2, when Wealthcare Capital Partners, LLC reported 704 shares, equal to 0.23% of portfolio, with an estimated market value of $560K.

What does the chart on this CASY ownership page compare?

The chart compares Wealthcare Capital Partners, LLC's quarterly CASY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealthcare Capital Partners, LLC time their CASY position?

Based on 13F filing dates vs. subsequent CASY price moves, Wealthcare Capital Partners, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CASY relative to SPY over the holding period was +931.7%.

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