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GeoWealth Management’s Celcuity CELC Stock Holding History

GeoWealth Management’s Portfolio CELC Stock Details CELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-43
Closed -$575 – 833
2025
Q2 		$575 Buy
+43
New +$468 ﹤0.01% 1177
2025
Q1 		– Sell
-148
Closed -$1.94K – 1180
2024
Q4 		$1.94K Buy
+148
New +$2.09K ﹤0.01% 1650

Other funds holding CELC

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GeoWealth Management's CELC Position: Q3 2025 in Review

GeoWealth Management sold out of Celcuity (CELC) in Q3 2025, closing a stake of 43 shares — an estimated $575 sold.

GeoWealth Management first reported a position in CELC in Q4 2024 and held it in 2 quarters. The position peaked at $1.94K in Q4 2024. 176 funds tracked by Wall St. Rank hold CELC as of Q3 2025.

  • GeoWealth Management reported no remaining Celcuity position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 43 Celcuity shares in Q3 2025, an estimated $575.
  • GeoWealth Management first reported a position in Celcuity in Q4 2024 and held it in 2 quarters.
  • GeoWealth Management's Celcuity position peaked at $1.94K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Celcuity as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.