Carson Wealth (CWM LLC)
THRM icon

Carson Wealth (CWM LLC)’s Gentherm THRM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$167K Sell
6,018
-840
-12% -$27.4K ﹤0.01% 2877
2025
Q4 		$249K Sell
6,858
-166
-2% -$5.98K ﹤0.01% 2385
2025
Q3 		$239K Buy
7,024
+1,839
+35% +$62.2K ﹤0.01% 2305
2025
Q2 		$147K Buy
5,185
+4,906
+1,758% +$130K ﹤0.01% 2420
2025
Q1 		$7K Buy
279
+227
+437% +$7.95K ﹤0.01% 4318
2024
Q4 		$2K Sell
52
-149
-74% -$6.25K ﹤0.01% 4617
2024
Q3 		$9K Sell
201
-3
-1% -$149 ﹤0.01% 3857
2024
Q2 		$10K Buy
204
+17
+9% +$879 ﹤0.01% 3568
2024
Q1 		$11K Buy
187
+22
+13% +$1.15K ﹤0.01% 3300
2023
Q4 		$9K Sell
165
-67
-29% -$3.27K ﹤0.01% 3254
2023
Q3 		$13K Buy
232
+5
+2% +$290 ﹤0.01% 3008
2023
Q2 		$13K Sell
227
-1
-0.4% -$58 ﹤0.01% 2939
2023
Q1 		$14K Sell
228
-21
-8% -$1.41K ﹤0.01% 2763
2022
Q4 		$16K Sell
249
-37
-13% -$2.39K ﹤0.01% 2529
2022
Q3 		$14K Buy
286
+182
+175% +$11K ﹤0.01% 2486
2022
Q2 		$6K Buy
104
+3
+3% +$202 ﹤0.01% 2927
2022
Q1 		$7K Buy
101
+74
+274% +$6.16K ﹤0.01% 2703
2021
Q4 		$2K Buy
+27
New +$2.27K ﹤0.01% 3181

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
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s THRM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Gentherm (THRM) stake by 12% in Q1 2026, selling an estimated $27.4K and leaving 6,018 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Carson Wealth (CWM LLC) first reported a position in THRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $249K in Q4 2025. 240 funds tracked by Wall St. Rank hold THRM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,018 shares of Gentherm worth $167K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 840 Gentherm shares in Q1 2026, an estimated $27.4K.
  • Gentherm made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2877 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gentherm in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Gentherm position peaked at $249K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Gentherm as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.