Gen-Wealth Partners’s Celsius Holdings CELH Stock Holding History

Gen-Wealth Partners’s Portfolio CELH Stock Details CELH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5	Closed	-$153	–	652
2024 Q3	$153	Buy	+5	New	+$210	﹤0.01%	652

Other funds holding CELH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gen-Wealth Partners's CELH Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Celsius Holdings (CELH) in Q4 2024, closing a stake of 5 shares — an estimated $153 sold.

Gen-Wealth Partners first reported a position in CELH in Q3 2024 and held it in 1 quarter. The position peaked at $153 in Q3 2024. 454 funds tracked by Wall St. Rank hold CELH as of Q4 2024.

Gen-Wealth Partners reported no remaining Celsius Holdings position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 5 Celsius Holdings shares in Q4 2024, an estimated $153.
Gen-Wealth Partners first reported a position in Celsius Holdings in Q3 2024 and held it in 1 quarter.
Gen-Wealth Partners's Celsius Holdings position peaked at $153 in Q3 2024.
454 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.