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 Q3	$519K	Buy	18,968 +2,823	+17%	+$83.8K	0.11%	99
2026 Q2	$473K	Buy	16,145 +991	+7%	+$31.2K	0.1%	101
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

Other funds holding CELH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Peterson Wealth Services's CELH Position: Q3 2026 in Review

Peterson Wealth Services increased its Celsius Holdings (CELH) stake by 17% in Q3 2026, buying an estimated $83.8K and bringing the position to 18,968 shares worth $519K. The position accounts for 0.11% of the portfolio, ranked #99.

Peterson Wealth Services first reported a position in CELH in Q1 2024 and has held it in 10 quarters since. The position peaked at $954K in Q1 2024. 240 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

Peterson Wealth Services held 18,968 shares of Celsius Holdings worth $519K as of Q3 2026.
Peterson Wealth Services bought 2,823 Celsius Holdings shares in Q3 2026, an estimated $83.8K.
Celsius Holdings made up 0.11% of Peterson Wealth Services's portfolio in Q3 2026, its #99 holding.
Peterson Wealth Services first reported a position in Celsius Holdings in Q1 2024 and has held it in 10 quarters since.
Peterson Wealth Services's Celsius Holdings position peaked at $954K in Q1 2024.
240 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.