Geneos Wealth Management’s Celsius Holdings CELH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$638K	Sell	17,969 -2,000	-10%	-$94.8K	0.01%	622
2025 Q4	$913K	Sell	19,969 -1,030	-5%	-$51.9K	0.02%	522
2025 Q3	$1.21M	Sell	20,999 -2,743	-12%	-$143K	0.03%	444
2025 Q2	$1.1M	Sell	23,742 -30,687	-56%	-$1.18M	0.03%	511
2025 Q1	$1.94M	Buy	54,429 +33,875	+165%	+$923K	0.03%	497
2024 Q4	$541K	Buy	20,554 +5,216	+34%	+$155K	0.02%	564
2024 Q3	$481K	Buy	15,338 +2,988	+24%	+$125K	0.02%	575
2024 Q2	$705K	Buy	12,350 +10,577	+597%	+$800K	0.03%	419
2024 Q1	$147K	Buy	1,773 +1,715	+2,957%	+$118K	0.01%	768
2023 Q4	$3.16K	Buy	58 +22	+61%	+$1.17K	﹤0.01%	1828
2023 Q3	$2.06K	Buy	+36	New	+$2.02K	﹤0.01%	1933