HB Wealth Management
CELU icon

HB Wealth Management’s Celularity CELU Stock Holding History

HB Wealth Management’s Portfolio CELU Stock Details CELU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$43.1K Hold
31,915
– – ﹤0.01% 1845
2026
Q2 		$19.1K Sell
31,915
-8,500
-21% -$8.16K ﹤0.01% 1703
2026
Q1 		$53.8K Hold
40,415
– – ﹤0.01% 1519
2025
Q4 		$44.9K Hold
40,415
– – ﹤0.01% 1383
2025
Q3 		$83.7K Buy
+40,415
New +$113K ﹤0.01% 1310
2025
Q2 		– Sell
-40,763
Closed -$70.5K – 1186
2025
Q1 		$70.5K Buy
40,763
+663
+2% +$1.26K ﹤0.01% 1185
2024
Q4 		$83K Buy
40,100
+4,260
+12% +$10.2K ﹤0.01% 1033
2024
Q3 		$106K Buy
35,840
+11,840
+49% +$34.9K ﹤0.01% 924
2024
Q2 		$75.1K Hold
24,000
– – ﹤0.01% 891
2024
Q1 		$126K Buy
24,000
+18,000
+300% +$74K ﹤0.01% 815
2023
Q4 		$14.8K Sell
6,000
-12,750
-68% -$27.7K ﹤0.01% 785
2023
Q3 		$41.6K Buy
18,750
+5,000
+36% +$18K ﹤0.01% 751
2023
Q2 		$73.2K Buy
13,750
+2,862
+26% +$18.3K ﹤0.01% 711
2023
Q1 		$67.5K Buy
10,888
+2,248
+26% +$18.1K ﹤0.01% 698
2022
Q4 		$111K Buy
8,640
+2,502
+41% +$46.1K ﹤0.01% 662
2022
Q3 		$142K Hold
6,138
– – ﹤0.01% 562
2022
Q2 		$209K Buy
6,138
+3,062
+100% +$249K ﹤0.01% 538
2022
Q1 		$268K Buy
3,076
+902
+41% +$54.1K 0.01% 477
2021
Q4 		$111K Buy
+2,174
New +$139K ﹤0.01% 508

Other funds holding CELU

Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $431M AUM 20.51% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
United Financial Planning Group
United Financial Planning Group Hauppauge, New York $199M AUM 14.18% 1-Year Est. Return

HB Wealth Management's CELU Position: Q3 2026 in Review

HB Wealth Management held its Celularity (CELU) position steady in Q3 2026 at 31,915 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

HB Wealth Management first reported a position in CELU in Q4 2021 and has held it in 19 quarters since. The position peaked at $268K in Q1 2022. 9 funds tracked by Wall St. Rank hold CELU as of Q3 2026.

  • HB Wealth Management held 31,915 shares of Celularity worth $43.1K as of Q3 2026.
  • HB Wealth Management left its Celularity share count unchanged in Q3 2026.
  • Celularity made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1845 holding.
  • HB Wealth Management first reported a position in Celularity in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Celularity position peaked at $268K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Celularity as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.