Geneos Wealth Management’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
23,742
-30,687
| -56% | -$1.42M | 0.03% | 511 |
|
|
2025
Q1 | $1.94M | Buy |
54,429
+33,875
| +165% | +$1.21M | 0.03% | 497 |
|
|
2024
Q4 | $541K | Buy |
20,554
+5,216
| +34% | +$137K | 0.02% | 564 |
|
|
2024
Q3 | $481K | Buy |
15,338
+2,988
| +24% | +$93.7K | 0.02% | 575 |
|
|
2024
Q2 | $705K | Buy |
12,350
+10,577
| +597% | +$604K | 0.03% | 419 |
|
|
2024
Q1 | $147K | Buy |
1,773
+1,715
| +2,957% | +$142K | 0.01% | 768 |
|
|
2023
Q4 | $3.16K | Buy |
58
+22
| +61% | +$1.2K | ﹤0.01% | 1828 |
|
|
2023
Q3 | $2.06K | Buy |
+36
| New | +$2.06K | ﹤0.01% | 1933 |
|