Position in CELH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,115,568
-$328,468 QoQ
Shares Held
38,100
-6.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#219
of 537 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CELH Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026TriaGen Wealth Management LLC holds $1,389,691 across 2 Beverages - Non-Alcoholic names. CELH ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CELH |
Celsius Holdings, Inc.
This page
|
38,100 | $1,115,568 | |
| 2 | KO |
Coca Cola Co
|
3,373 | $274,123 |
All Filings in CELH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,115,568 | 38,100 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,444,036 | 40,700 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $909,721 | 15,824 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $723,962 | 15,606 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $505,804 | 14,200 | Shares | Sole | 2025-05-13 | |
| 2023-12-31 | $2,421,015 | 44,406 | Shares | Sole | 2024-01-23 | |
| 2023-06-30 | $493,669 | 3,309 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $440,921 | 4,238 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||