Krilogy Financial
CELH icon

Krilogy Financial’s Celsius Holdings CELH Stock Holding History

Krilogy Financial’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
Q3 		$251K Buy
8,826
+712
+9% +$21.1K 0.01% 932
2026
Q2 		$238K Buy
+8,114
New +$256K 0.01% 904
2026
Q1 		– Sell
-7,454
Closed -$407K – 993
2025
Q4 		$407K Buy
7,454
+554
+8% +$27.9K 0.01% 633
2025
Q3 		$413K Buy
+6,900
New +$361K 0.02% 580

Other funds holding CELH

Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Krilogy Financial's CELH Position: Q3 2026 in Review

Krilogy Financial increased its Celsius Holdings (CELH) stake by 8.8% in Q3 2026, buying an estimated $21.1K and bringing the position to 8,826 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #932.

Krilogy Financial first reported a position in CELH in Q3 2025 and has held it in 4 quarters since. The position peaked at $413K in Q3 2025. 118 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Krilogy Financial held 8,826 shares of Celsius Holdings worth $251K as of Q3 2026.
  • Krilogy Financial bought 712 Celsius Holdings shares in Q3 2026, an estimated $21.1K.
  • Celsius Holdings made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #932 holding.
  • Krilogy Financial first reported a position in Celsius Holdings in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Celsius Holdings position peaked at $413K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.