TriaGen Wealth Management’s Celsius Holdings CELH Stock Holding History

TriaGen 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	$1.12M	Sell	38,100 -2,600	-6%	-$82K	0.28%	90
2026 Q1	$1.44M	Buy	+40,700	New	+$1.93M	0.39%	60
2025 Q4	–	Sell	-15,824	Closed	-$910K	–	179
2025 Q3	$910K	Buy	15,824 +218	+1%	+$11.4K	0.24%	91
2025 Q2	$724K	Buy	15,606 +1,406	+10%	+$54.2K	0.22%	93
2025 Q1	$506K	Buy	+14,200	New	+$387K	0.18%	103
2024 Q1	–	Sell	-44,406	Closed	-$2.42M	–	166
2023 Q4	$2.42M	Buy	+44,406	New	+$2.37M	1.15%	21
2023 Q3	–	Sell	-9,927	Closed	-$494K	–	157
2023 Q2	$494K	Buy	+9,927	New	+$395K	0.23%	102
2023 Q1	–	Sell	-12,714	Closed	-$441K	–	164
2022 Q4	$441K	Buy	+12,714	New	+$415K	0.24%	100

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

TriaGen Wealth Management's CELH Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Celsius Holdings (CELH) stake by 6.4% in Q2 2026, selling an estimated $82K and leaving 38,100 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #90.

TriaGen Wealth Management first reported a position in CELH in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2023. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

TriaGen Wealth Management held 38,100 shares of Celsius Holdings worth $1.12M as of Q2 2026.
TriaGen Wealth Management sold 2,600 Celsius Holdings shares in Q2 2026, an estimated $82K.
Celsius Holdings made up 0.28% of TriaGen Wealth Management's portfolio in Q2 2026, its #90 holding.
TriaGen Wealth Management first reported a position in Celsius Holdings in Q4 2022 and has held it in 8 quarters since.
TriaGen Wealth Management's Celsius Holdings position peaked at $2.42M in Q4 2023.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.