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
2024
Q4 		– Sell
-1,500
Closed -$346 – 2975
2024
Q3 		$346 Buy
1,500
+500
+50% +$21K ﹤0.01% 2789
2024
Q2 		$3.03K Buy
1,000
+500
+100% +$37.8K ﹤0.01% 2562
2024
Q1 		$15K Sell
500
-1,000
-67% -$68.6K ﹤0.01% 2393
2023
Q4 		$11.4K Buy
1,500
+1,200
+400% +$64K ﹤0.01% 2280
2023
Q3 		$2.18K Buy
+300
New +$16.9K ﹤0.01% 2240

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's CELH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Celsius Holdings (CELH) stake by 179% in Q2 2026, buying an estimated $991K and bringing the position to 48,997 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Wealth Enhancement Advisory Services first reported a position in CELH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q3 2025. 254 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 48,997 shares of Celsius Holdings worth $1.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 31,445 Celsius Holdings shares in Q2 2026, an estimated $991K.
  • Celsius Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1779 holding.
  • Wealth Enhancement Advisory Services first reported a position in Celsius Holdings in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Celsius Holdings position peaked at $1.99M in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.