Golden State Wealth Management’s Celsius Holdings CELH Stock Holding History

Golden State Wealth Management’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	$15.9K	Sell	543 -50	-8%	-$1.58K	﹤0.01%	997
2026 Q1	$21K	Sell	593 -50	-8%	-$2.37K	﹤0.01%	899
2025 Q4	$29.4K	Sell	643 -23	-3%	-$1.16K	﹤0.01%	828
2025 Q3	$38.3K	Sell	666 -144	-18%	-$7.53K	﹤0.01%	740
2025 Q2	$37.6K	Sell	810 -127	-14%	-$4.89K	﹤0.01%	710
2025 Q1	$33.4K	Buy	937 +50	+6%	+$1.36K	0.01%	685
2024 Q4	$23.4K	Buy	+887	New	+$26.3K	﹤0.01%	734

Other funds holding CELH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Golden State Wealth Management's CELH Position: Q2 2026 in Review

Golden State Wealth Management reduced its Celsius Holdings (CELH) stake by 8.4% in Q2 2026, selling an estimated $1.58K and leaving 543 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Golden State Wealth Management first reported a position in CELH in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.3K in Q3 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Golden State Wealth Management held 543 shares of Celsius Holdings worth $15.9K as of Q2 2026.
Golden State Wealth Management sold 50 Celsius Holdings shares in Q2 2026, an estimated $1.58K.
Celsius Holdings made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #997 holding.
Golden State Wealth Management first reported a position in Celsius Holdings in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Celsius Holdings position peaked at $38.3K in Q3 2025.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.