GWM
THRM icon

Geneos Wealth Management’s Gentherm THRM Stock Holding History

Geneos Wealth Management’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
2022
Q3 		– Sell
-750
Closed -$47K – 2540
2022
Q2 		$47K Hold
750
– – ﹤0.01% 1308
2022
Q1 		$54K Hold
750
– – ﹤0.01% 1352
2021
Q4 		$65K Buy
+750
New +$63.1K ﹤0.01% 1364

Other funds holding THRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geneos Wealth Management's THRM Position: Q3 2022 in Review

Geneos Wealth Management sold out of Gentherm (THRM) in Q3 2022, closing a stake of 750 shares — an estimated $47K sold.

Geneos Wealth Management first reported a position in THRM in Q4 2021 and held it in 3 quarters. The position peaked at $65K in Q4 2021. 215 funds tracked by Wall St. Rank hold THRM as of Q3 2022.

  • Geneos Wealth Management reported no remaining Gentherm position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 750 Gentherm shares in Q3 2022, an estimated $47K.
  • Geneos Wealth Management first reported a position in Gentherm in Q4 2021 and held it in 3 quarters.
  • Geneos Wealth Management's Gentherm position peaked at $65K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Gentherm as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.