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Meridian Wealth Management’s Gentherm THRM Stock Holding History

Meridian 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
2024
Q4 		– Sell
-4,481
Closed -$209K – 662
2024
Q3 		$209K Hold
4,481
– – 0.01% 601
2024
Q2 		$221K Buy
+4,481
New +$232K 0.03% 265
2024
Q1 		– Sell
-4,481
Closed -$235K – 512
2023
Q4 		$235K Sell
4,481
-28
-0.6% -$1.37K 0.02% 540
2023
Q3 		$245K Hold
4,509
– – 0.02% 483
2023
Q2 		$255K Sell
4,509
-435
-9% -$25.1K 0.02% 470
2023
Q1 		$299K Hold
4,944
– – 0.03% 427
2022
Q4 		$323K Hold
4,944
– – 0.03% 393
2022
Q3 		$246K Sell
4,944
-31,739
-87% -$1.92M 0.03% 411
2022
Q2 		$2.29M Buy
+36,683
New +$2.47M 0.19% 136
2022
Q1 		– Sell
-7,570
Closed -$658K – 430
2021
Q4 		$658K Buy
7,570
+56
+0.7% +$4.71K 0.07% 209
2021
Q3 		$608K Buy
7,514
+446
+6% +$35.3K 0.08% 204
2021
Q2 		$502K Buy
+7,068
New +$515K 0.06% 226

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Meridian Wealth Management's THRM Position: Q4 2024 in Review

Meridian Wealth Management sold out of Gentherm (THRM) in Q4 2024, closing a stake of 4,481 shares — an estimated $209K sold.

Meridian Wealth Management first reported a position in THRM in Q2 2021 and held it in 12 quarters. The position peaked at $2.29M in Q2 2022. 222 funds tracked by Wall St. Rank hold THRM as of Q4 2024.

  • Meridian Wealth Management reported no remaining Gentherm position as of Q4 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 4,481 Gentherm shares in Q4 2024, an estimated $209K.
  • Meridian Wealth Management first reported a position in Gentherm in Q2 2021 and held it in 12 quarters.
  • Meridian Wealth Management's Gentherm position peaked at $2.29M in Q2 2022.
  • 222 funds tracked by Wall St. Rank held Gentherm as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.