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Peterson Wealth Services’s Celsius Holdings CELH Stock Holding History

Peterson Wealth Services’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
Q1 		$538K Buy
15,154
+1,080
+8% +$51.2K 0.13% 93
2025
Q4 		$644K Buy
14,074
+13,974
+13,974% +$704K 0.16% 82
2025
Q3 		$928K Sell
100
-15,466
-99% -$809K 0.23% 67
2025
Q2 		$722K Buy
15,566
+13,715
+741% +$528K 0.2% 79
2025
Q1 		$65.9K Buy
+1,851
New +$50.4K 0.02% 152
2024
Q4 		– Sell
-15,978
Closed -$501K – 220
2024
Q3 		$501K Buy
15,978
+3,008
+23% +$126K 0.16% 92
2024
Q2 		$740K Buy
12,970
+1,468
+13% +$111K 0.26% 77
2024
Q1 		$954K Buy
+11,502
New +$789K 0.35% 58

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VPM
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VCM
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State Street
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Westfield Capital Management
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Geode Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return