Wealth Enhancement Advisory Services
CELH icon

Wealth Enhancement Advisory Services’s Celsius Holdings CELH Stock Holding History

Wealth Enhancement Advisory 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
Q1 		$598K Sell
17,552
-11,945
-40% -$566K ﹤0.01% 2173
2025
Q4 		$1.44M Sell
29,497
-3,016
-9% -$152K ﹤0.01% 1727
2025
Q3 		$1.99M Buy
32,513
+4,452
+16% +$233K ﹤0.01% 1440
2025
Q2 		$1.31M Buy
28,061
+5,713
+26% +$220K ﹤0.01% 1593
2025
Q1 		$796K Buy
22,348
+5,710
+34% +$156K ﹤0.01% 1735
2024
Q4 		$438K Sell
16,638
-1,792
-10% -$53.2K ﹤0.01% 2087
2024
Q3 		$578K Sell
18,430
-6,351
-26% -$267K ﹤0.01% 1731
2024
Q2 		$1.41M Buy
24,781
+3,205
+15% +$242K ﹤0.01% 1133
2024
Q1 		$1.79M Buy
21,576
+13,006
+152% +$892K ﹤0.01% 991
2023
Q4 		$467K Buy
8,570
+2,333
+37% +$125K ﹤0.01% 1547
2023
Q3 		$357K Buy
+6,237
New +$351K ﹤0.01% 1631

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Geode Capital Management
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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