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VestGen Advisors’s Celsius Holdings CELH Stock Holding History

VestGen Advisors’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 		$377K Buy
12,878
+579
+5% +$18.3K 0.01% 761
2026
Q1 		$364K Buy
12,299
+1,345
+12% +$63.8K 0.01% 766
2025
Q4 		$501K Sell
10,954
-4,390
-29% -$221K 0.02% 485
2025
Q3 		$882K Sell
15,344
-47
-0.3% -$2.46K 0.03% 387
2025
Q2 		$714K Buy
+15,391
New +$593K 0.03% 374

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VestGen Advisors's CELH Position: Q2 2026 in Review

VestGen Advisors increased its Celsius Holdings (CELH) stake by 4.7% in Q2 2026, buying an estimated $18.3K and bringing the position to 12,878 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #761.

VestGen Advisors first reported a position in CELH in Q2 2025 and has held it in 5 quarters since. The position peaked at $882K in Q3 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • VestGen Advisors held 12,878 shares of Celsius Holdings worth $377K as of Q2 2026.
  • VestGen Advisors bought 579 Celsius Holdings shares in Q2 2026, an estimated $18.3K.
  • Celsius Holdings made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #761 holding.
  • VestGen Advisors first reported a position in Celsius Holdings in Q2 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Celsius Holdings position peaked at $882K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.