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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Genus Capital Management's BWA Position: Q2 2026 in Review

Genus Capital Management increased its BorgWarner (BWA) stake by 40% in Q2 2026, buying an estimated $2.33M and bringing the position to 127,990 shares worth $8.5M. The position accounts for 0.84% of the portfolio, ranked #43.

Genus Capital Management first reported a position in BWA in Q2 2023 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Genus Capital Management held 127,990 shares of BorgWarner worth $8.5M as of Q2 2026.
Genus Capital Management bought 36,740 BorgWarner shares in Q2 2026, an estimated $2.33M.
BorgWarner made up 0.84% of Genus Capital Management's portfolio in Q2 2026, its #43 holding.
Genus Capital Management first reported a position in BorgWarner in Q2 2023 and has held it in 5 quarters since.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.