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Caldwell Trust’s Gentherm THRM Stock Holding History

Caldwell Trust’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.07K Hold
90
– – ﹤0.01% 750
2026
Q1 		$2.5K Hold
90
– – ﹤0.01% 749
2025
Q4 		$3.27K Hold
90
– – ﹤0.01% 708
2025
Q3 		$3.06K Hold
90
– – ﹤0.01% 708
2025
Q2 		$2.55K Sell
90
-216
-71% -$5.73K ﹤0.01% 714
2025
Q1 		$8.18K Hold
306
– – ﹤0.01% 652
2024
Q4 		$12.2K Hold
306
– – ﹤0.01% 589
2024
Q3 		$14.2K Hold
306
– – ﹤0.01% 587
2024
Q2 		$15.1K Hold
306
– – ﹤0.01% 573
2024
Q1 		$17.6K Hold
306
– – ﹤0.01% 563
2023
Q4 		$16K Hold
306
– – ﹤0.01% 570
2023
Q3 		$16.6K Hold
306
– – ﹤0.01% 568
2023
Q2 		$17.3K Hold
306
– – ﹤0.01% 579
2023
Q1 		$18.5K Hold
306
– – ﹤0.01% 559
2022
Q4 		$20K Hold
306
– – ﹤0.01% 539
2022
Q3 		$15.2K Hold
306
– – ﹤0.01% 559
2022
Q2 		$19.1K Hold
306
– – ﹤0.01% 548
2022
Q1 		$22.4K Hold
306
– – ﹤0.01% 554
2021
Q4 		$26.6K Hold
306
– – ﹤0.01% 536
2021
Q3 		$24.8K Hold
306
– – ﹤0.01% 536
2021
Q2 		$21.7K Hold
306
– – ﹤0.01% 557
2021
Q1 		$22.7K Sell
306
-39
-11% -$2.77K ﹤0.01% 540
2020
Q4 		$22.5K Hold
345
– – ﹤0.01% 522
2020
Q3 		$14.1K Hold
345
– – ﹤0.01% 572
2020
Q2 		$13.4K Hold
345
– – ﹤0.01% 595
2020
Q1 		$10.8K Hold
345
– – ﹤0.01% 622
2019
Q4 		$15.3K Buy
+345
New +$14.7K ﹤0.01% 627

Other funds holding THRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Caldwell Trust's THRM Position: Q2 2026 in Review

Caldwell Trust held its Gentherm (THRM) position steady in Q2 2026 at 90 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Caldwell Trust first reported a position in THRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $26.6K in Q4 2021. 256 funds tracked by Wall St. Rank hold THRM as of Q2 2026.

  • Caldwell Trust held 90 shares of Gentherm worth $3.07K as of Q2 2026.
  • Caldwell Trust left its Gentherm share count unchanged in Q2 2026.
  • Gentherm made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #750 holding.
  • Caldwell Trust first reported a position in Gentherm in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Gentherm position peaked at $26.6K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Gentherm as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.