True Wealth Design
CELH icon

True Wealth Design’s Celsius Holdings CELH Stock Holding History

True Wealth Design’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 		$7.9K Sell
289
-643
-69% -$19.1K ﹤0.01% 1167
2026
Q2 		$27.3K Buy
932
+915
+5,382% +$28.8K 0.01% 705
2026
Q1 		$604 Sell
17
-256
-94% -$12.1K ﹤0.01% 1983
2025
Q4 		$12.5K Sell
273
-32
-10% -$1.61K ﹤0.01% 780
2025
Q3 		$17.5K Buy
305
+91
+43% +$4.76K 0.01% 656
2025
Q2 		$9.9K Buy
214
+209
+4,180% +$8.05K ﹤0.01% 584
2025
Q1 		$179 Buy
+5
New +$136 ﹤0.01% 2000
2024
Q4 		– Sell
-8
Closed -$251 – 1385
2024
Q3 		$251 Sell
8
-2
-20% -$84 ﹤0.01% 1176
2024
Q2 		$571 Buy
10
+6
+150% +$454 ﹤0.01% 632
2024
Q1 		$332 Buy
4
+2
+100% +$137 ﹤0.01% 696
2023
Q4 		$110 Sell
2
-1
-33% -$53 ﹤0.01% 735
2023
Q3 		$172 Buy
+3
New +$169 ﹤0.01% 665

Other funds holding CELH

Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

True Wealth Design's CELH Position: Q3 2026 in Review

True Wealth Design reduced its Celsius Holdings (CELH) stake by 69% in Q3 2026, selling an estimated $19.1K and leaving 289 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

True Wealth Design first reported a position in CELH in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.3K in Q2 2026. 95 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • True Wealth Design held 289 shares of Celsius Holdings worth $7.9K as of Q3 2026.
  • True Wealth Design sold 643 Celsius Holdings shares in Q3 2026, an estimated $19.1K.
  • Celsius Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1167 holding.
  • True Wealth Design first reported a position in Celsius Holdings in Q3 2023 and has held it in 12 quarters since.
  • True Wealth Design's Celsius Holdings position peaked at $27.3K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.