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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
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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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