Genus Capital Management’s BorgWarner BWA Stock Holding History

Genus Capital Management’s Portfolio BWA Stock Details BWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.78M	Sell	79,545 -48,445	-38%	-$3.12M	0.48%	61
2026 Q2	$8.5M	Buy	127,990 +36,740	+40%	+$2.33M	0.84%	43
2026 Q1	$4.95M	Buy	91,250 +1,150	+1%	+$60.6K	0.57%	61
2025 Q4	$4.06M	Buy	+90,100	New	+$3.95M	0.47%	72
2023 Q4	–	Sell	-74,900	Closed	-$2.67M	–	224
2023 Q3	$3.02M	Buy	74,900 +7,194	+11%	+$305K	0.48%	65
2023 Q2	$2.92M	Buy	+67,706	New	+$2.78M	0.43%	74

Other funds holding BWA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Genus Capital Management's BWA Position: Q3 2026 in Review

Genus Capital Management reduced its BorgWarner (BWA) stake by 38% in Q3 2026, selling an estimated $3.12M and leaving 79,545 shares worth $4.78M. The position accounts for 0.48% of the portfolio, ranked #61.

Genus Capital Management first reported a position in BWA in Q2 2023 and has held it in 6 quarters since. The position peaked at $8.5M in Q2 2026. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Genus Capital Management held 79,545 shares of BorgWarner worth $4.78M as of Q3 2026.
Genus Capital Management sold 48,445 BorgWarner shares in Q3 2026, an estimated $3.12M.
BorgWarner made up 0.48% of Genus Capital Management's portfolio in Q3 2026, its #61 holding.
Genus Capital Management first reported a position in BorgWarner in Q2 2023 and has held it in 6 quarters since.
Genus Capital Management's BorgWarner position peaked at $8.5M in Q2 2026.
641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Genus Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.