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Global Wealth Management Investment Advisory’s Celsius Holdings CELH Stock Holding History

Global Wealth Management Investment Advisory’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
2026
Q2 		$842K Sell
28,745
-123
-0.4% -$3.88K 0.12% 114
2026
Q1 		$1.02M Sell
28,868
-2,160
-7% -$102K 0.16% 101
2025
Q4 		$1.42M Buy
31,028
+179
+0.6% +$9.02K 0.23% 85
2025
Q3 		$1.77M Sell
30,849
-235
-0.8% -$12.3K 0.3% 79
2025
Q2 		$1.44M Sell
31,084
-1,444
-4% -$55.6K 0.27% 85
2025
Q1 		$1.16M Sell
32,528
-2,407
-7% -$65.6K 0.23% 89
2024
Q4 		$920K Buy
34,935
+1,986
+6% +$58.9K 0.19% 98
2024
Q3 		$1.03M Sell
32,949
-22,720
-41% -$954K 0.22% 90
2024
Q2 		$3.18M Buy
55,669
+3,721
+7% +$281K 0.74% 48
2024
Q1 		$4.31M Buy
51,948
+20,145
+63% +$1.38M 1.06% 29
2023
Q4 		$1.73M Buy
31,803
+1,806
+6% +$96.4K 0.45% 67
2023
Q3 		$1.72M Buy
29,997
+300
+1% +$16.9K 0.48% 62
2023
Q2 		$1.48M Sell
29,697
-1,338
-4% -$53.2K 0.41% 69
2023
Q1 		$961K Buy
31,035
+1,050
+4% +$33.1K 0.29% 84
2022
Q4 		$1.04M Buy
29,985
+300
+1% +$9.78K 0.34% 73
2022
Q3 		$897K Hold
29,685
– – 0.32% 82
2022
Q2 		$646K Hold
29,685
– – 0.22% 91
2022
Q1 		$546K Hold
29,685
– – 0.16% 104
2021
Q4 		$738K Sell
29,685
-149,100
-83% -$4.13M 0.22% 93
2021
Q3 		$5.37M Buy
+178,785
New +$4.59M 1.7% 14

Other funds holding CELH

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Global Wealth Management Investment Advisory's CELH Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Celsius Holdings (CELH) stake by 0.43% in Q2 2026, selling an estimated $3.88K and leaving 28,745 shares worth $842K. The position accounts for 0.12% of the portfolio, ranked #114.

Global Wealth Management Investment Advisory first reported a position in CELH in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.37M in Q3 2021. 169 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Global Wealth Management Investment Advisory held 28,745 shares of Celsius Holdings worth $842K as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 123 Celsius Holdings shares in Q2 2026, an estimated $3.88K.
  • Celsius Holdings made up 0.12% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #114 holding.
  • Global Wealth Management Investment Advisory first reported a position in Celsius Holdings in Q3 2021 and has held it in 20 quarters since.
  • Global Wealth Management Investment Advisory's Celsius Holdings position peaked at $5.37M in Q3 2021.
  • 169 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.