Geode Capital Management
THR

Geode Capital Management’s Thermon Group Holdings THR Stock Holding History

Geode Capital Management’s Portfolio THR Stock Details THR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42M Buy
832,516
+50,439
+6% +$2.35M ﹤0.01% 1585
2025
Q4 		$29.1M Buy
782,077
+1,574
+0.2% +$51.7K ﹤0.01% 1802
2025
Q3 		$20.9M Sell
780,503
-10,629
-1% -$286K ﹤0.01% 1979
2025
Q2 		$22.2M Buy
791,132
+2,078
+0.3% +$56.3K ﹤0.01% 1902
2025
Q1 		$22M Buy
789,054
+29,092
+4% +$841K ﹤0.01% 1855
2024
Q4 		$21.9M Sell
759,962
-12,635
-2% -$372K ﹤0.01% 1925
2024
Q3 		$23.1M Buy
772,597
+8,910
+1% +$269K ﹤0.01% 1910
2024
Q2 		$23.5M Buy
763,687
+29,690
+4% +$951K ﹤0.01% 1844
2024
Q1 		$24M Buy
733,997
+8,199
+1% +$241K ﹤0.01% 1810
2023
Q4 		$23.6M Buy
725,798
+35,938
+5% +$1.07M ﹤0.01% 1811
2023
Q3 		$19M Buy
689,860
+29,602
+4% +$795K ﹤0.01% 1858
2023
Q2 		$17.6M Buy
660,258
+30,268
+5% +$702K ﹤0.01% 1941
2023
Q1 		$15.7M Buy
629,990
+24,084
+4% +$588K ﹤0.01% 1962
2022
Q4 		$12.2M Buy
605,906
+22,381
+4% +$416K ﹤0.01% 2124
2022
Q3 		$8.99M Buy
583,525
+10,447
+2% +$172K ﹤0.01% 2330
2022
Q2 		$8.05M Sell
573,078
-1,062
-0.2% -$16.4K ﹤0.01% 2409
2022
Q1 		$9.3M Buy
574,140
+16,351
+3% +$284K ﹤0.01% 2390
2021
Q4 		$9.44M Buy
557,789
+6,078
+1% +$106K ﹤0.01% 2479
2021
Q3 		$9.55M Buy
551,711
+8,255
+2% +$137K ﹤0.01% 2475
2021
Q2 		$9.26M Buy
543,456
+8,851
+2% +$165K ﹤0.01% 2512
2021
Q1 		$10.4M Buy
534,605
+54,406
+11% +$993K ﹤0.01% 2333
2020
Q4 		$7.5M Sell
480,199
-8,862
-2% -$118K ﹤0.01% 2352
2020
Q3 		$5.49M Buy
489,061
+17,182
+4% +$227K ﹤0.01% 2336
2020
Q2 		$6.88M Buy
471,879
+15,454
+3% +$229K ﹤0.01% 2153
2020
Q1 		$6.88M Buy
456,425
+26,414
+6% +$550K ﹤0.01% 1954
2019
Q4 		$11.5M Buy
430,011
+17,460
+4% +$440K ﹤0.01% 1915
2019
Q3 		$9.48M Buy
412,551
+6,103
+2% +$144K ﹤0.01% 1975
2019
Q2 		$10.4M Buy
406,448
+31,830
+8% +$794K ﹤0.01% 1923
2019
Q1 		$9.18M Buy
374,618
+38,049
+11% +$907K ﹤0.01% 1951
2018
Q4 		$6.83M Buy
336,569
+18,367
+6% +$414K ﹤0.01% 2034
2018
Q3 		$8.2M Buy
318,202
+27,641
+10% +$697K ﹤0.01% 2062
2018
Q2 		$6.64M Buy
290,561
+21,811
+8% +$511K ﹤0.01% 2146
2018
Q1 		$6.02M Buy
268,750
+5,978
+2% +$138K ﹤0.01% 2121
2017
Q4 		$6.22M Buy
262,772
+1,088
+0.4% +$23.8K ﹤0.01% 2086
2017
Q3 		$4.71M Buy
261,684
+11,266
+4% +$198K ﹤0.01% 2238
2017
Q2 		$4.8M Buy
250,418
+6,224
+3% +$122K ﹤0.01% 2167
2017
Q1 		$5.09M Buy
244,194
+7,430
+3% +$149K ﹤0.01% 2097
2016
Q4 		$4.52M Buy
236,764
+5,341
+2% +$105K ﹤0.01% 2127
2016
Q3 		$4.57M Buy
231,423
+2,407
+1% +$46.8K ﹤0.01% 2023
2016
Q2 		$4.4M Buy
229,016
+16,461
+8% +$316K ﹤0.01% 2003
2016
Q1 		$3.73K Buy
212,555
+14,584
+7% +$245K ﹤0.01% 2058
2015
Q4 		$3.35M Buy
197,971
+9,145
+5% +$174K ﹤0.01% 2147
2015
Q3 		$3.88M Buy
188,826
+1,553
+0.8% +$35.9K ﹤0.01% 2004
2015
Q2 		$4.51M Buy
187,273
+622
+0.3% +$14.6K ﹤0.01% 1958
2015
Q1 		$4.49M Buy
186,651
+12,077
+7% +$278K ﹤0.01% 1921
2014
Q4 		$4.22M Buy
174,574
+1,871
+1% +$44.5K ﹤0.01% 1916
2014
Q3 		$4.22M Buy
172,703
+780
+0.5% +$20.1K ﹤0.01% 1874
2014
Q2 		$4.53M Buy
171,923
+10,344
+6% +$253K ﹤0.01% 1850
2014
Q1 		$3.75M Buy
161,579
+14,042
+10% +$361K ﹤0.01% 1965
2013
Q4 		$4.03M Buy
147,537
+22,864
+18% +$595K ﹤0.01% 1857
2013
Q3 		$2.88M Buy
124,673
+62,847
+102% +$1.33M ﹤0.01% 1956
2013
Q2 		$1.26M Buy
+61,826
New +$1.24M ﹤0.01% 2331

Other funds holding THR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Geode Capital Management increased its Thermon Group Holdings (THR) stake by 6.4% in Q1 2026, buying an estimated $2.35M and bringing the position to 832,516 shares worth $42M. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Geode Capital Management first reported a position in THR in Q2 2013 and has held it in 52 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Geode Capital Management held 832,516 shares of Thermon Group Holdings worth $42M as of Q1 2026.
  • Geode Capital Management bought 50,439 Thermon Group Holdings shares in Q1 2026, an estimated $2.35M.
  • Thermon Group Holdings made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1585 holding.
  • Geode Capital Management first reported a position in Thermon Group Holdings in Q2 2013 and has held it in 52 quarters since.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

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