Geode Capital Management’s Orion Energy Systems OESX Stock Holding History

Geode Capital Management’s Portfolio OESX Stock Details OESX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$351K	Buy	40,098 +5,107	+15%	+$67.1K	﹤0.01%	3705
2025 Q4	$538K	Sell	34,991 -3,096	-8%	-$39.6K	﹤0.01%	3558
2025 Q3	$333K	Buy	38,087 +658	+2%	+$4.59K	﹤0.01%	3753
2025 Q2	$228K	Buy	37,429 +109	+0.3%	+$739	﹤0.01%	3830
2025 Q1	$269K	Buy	37,320 +6,107	+20%	+$49.4K	﹤0.01%	3751
2024 Q4	$250K	Hold	31,213	–	–	﹤0.01%	3823
2024 Q3	$268K	Buy	31,213 +2,582	+9%	+$24.5K	﹤0.01%	3807
2024 Q2	$318K	Buy	28,631 +1,758	+7%	+$17.2K	﹤0.01%	3742
2024 Q1	$234K	Hold	26,873	–	–	﹤0.01%	3888
2023 Q4	$233K	Hold	26,873	–	–	﹤0.01%	3886
2023 Q3	$339K	Buy	26,873 +926	+4%	+$14.3K	﹤0.01%	3763
2023 Q2	$423K	Hold	25,947	–	–	﹤0.01%	3708
2023 Q1	$527K	Hold	25,947	–	–	﹤0.01%	3625
2022 Q4	$472K	Buy	25,947 +568	+2%	+$10.5K	﹤0.01%	3684
2022 Q3	$395K	Buy	25,379 +223	+0.9%	+$3.95K	﹤0.01%	3851
2022 Q2	$505K	Sell	25,156 -2,092	-8%	-$51.5K	﹤0.01%	3760
2022 Q1	$762K	Buy	27,248 +1,284	+5%	+$41.3K	﹤0.01%	3733
2021 Q4	$939K	Hold	25,964	–	–	﹤0.01%	3756
2021 Q3	$1.01M	Buy	25,964 +473	+2%	+$21.8K	﹤0.01%	3670
2021 Q2	$1.46M	Sell	25,491 -19,965	-44%	-$1.21M	﹤0.01%	3411
2021 Q1	$3.16M	Buy	45,456 +5,376	+13%	+$502K	﹤0.01%	3016
2020 Q4	$3.96M	Buy	40,080 +1,843	+5%	+$159K	﹤0.01%	2719
2020 Q3	$2.89M	Sell	38,237 -1,221	-3%	-$66.4K	﹤0.01%	2682
2020 Q2	$1.36M	Buy	39,458 +17,748	+82%	+$726K	﹤0.01%	3035
2020 Q1	$802K	Buy	21,710 +2,389	+12%	+$105K	﹤0.01%	3100
2019 Q4	$647K	Buy	19,321 +470	+2%	+$14.1K	﹤0.01%	3424
2019 Q3	$537K	Buy	18,851 +3,505	+23%	+$100K	﹤0.01%	3448
2019 Q2	$455K	Buy	15,346 +3,731	+32%	+$74.1K	﹤0.01%	3502
2019 Q1	$102K	Hold	11,615	–	–	﹤0.01%	3893
2018 Q4	$66K	Hold	11,615	–	–	﹤0.01%	3943
2018 Q3	$111K	Hold	11,615	–	–	﹤0.01%	3906
2018 Q2	$127K	Hold	11,615	–	–	﹤0.01%	3828
2018 Q1	$98K	Hold	11,615	–	–	﹤0.01%	3844
2017 Q4	$102K	Hold	11,615	–	–	﹤0.01%	3815
2017 Q3	$130K	Hold	11,615	–	–	﹤0.01%	3770
2017 Q2	$148K	Hold	11,615	–	–	﹤0.01%	3767
2017 Q1	$229K	Hold	11,615	–	–	﹤0.01%	3609
2016 Q4	$252K	Buy	11,615 +1,178	+11%	+$20.5K	﹤0.01%	3532
2016 Q3	$138K	Hold	10,437	–	–	﹤0.01%	3720
2016 Q2	$121K	Hold	10,437	–	–	﹤0.01%	3746
2016 Q1	$145	Hold	10,437	–	–	﹤0.01%	3723
2015 Q4	$226K	Hold	10,437	–	–	﹤0.01%	3634
2015 Q3	$187K	Hold	10,437	–	–	﹤0.01%	3704
2015 Q2	$261K	Hold	10,437	–	–	﹤0.01%	3491
2015 Q1	$327K	Buy	10,437 +1,856	+22%	+$76.2K	﹤0.01%	3387
2014 Q4	$471K	Hold	8,581	–	–	﹤0.01%	3218
2014 Q3	$459K	Hold	8,581	–	–	﹤0.01%	3208
2014 Q2	$349K	Hold	8,581	–	–	﹤0.01%	3316
2014 Q1	$622K	Buy	8,581 +2,074	+32%	+$130K	﹤0.01%	3051
2013 Q4	$442K	Hold	6,507	–	–	﹤0.01%	3136
2013 Q3	$245K	Hold	6,507	–	–	﹤0.01%	3238
2013 Q2	$161K	Buy	+6,507	New	+$153K	﹤0.01%	3299

Other funds holding OESX

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management's OESX Position: Q1 2026 in Review

Geode Capital Management increased its Orion Energy Systems (OESX) stake by 15% in Q1 2026, buying an estimated $67.1K and bringing the position to 40,098 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

Geode Capital Management first reported a position in OESX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.96M in Q4 2020. 36 funds tracked by Wall St. Rank hold OESX as of Q1 2026.

Geode Capital Management held 40,098 shares of Orion Energy Systems worth $351K as of Q1 2026.
Geode Capital Management bought 5,107 Orion Energy Systems shares in Q1 2026, an estimated $67.1K.
Orion Energy Systems made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3705 holding.
Geode Capital Management first reported a position in Orion Energy Systems in Q2 2013 and has held it in 52 quarters since.
Geode Capital Management's Orion Energy Systems position peaked at $3.96M in Q4 2020.
36 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.