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Genus Capital Management’s Cummins CMI Stock Holding History

Genus Capital Management’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-47,267
Closed -$16.5M – 230
2024
Q4 		$16.5M Sell
47,267
-789
-2% -$277K 2.24% 6
2024
Q3 		$15.6M Buy
48,056
+35,566
+285% +$10.5M 2.04% 8
2024
Q2 		$3.46M Buy
+12,490
New +$3.57M 0.46% 71
2024
Q1 		– Sell
-12,600
Closed -$3.02M – 245
2023
Q4 		$3.02M Buy
+12,600
New +$2.86M 0.44% 75

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Genus Capital Management increased its Cummins (CMI) stake by 37% in Q2 2026, buying an estimated $1.08M and bringing the position to 6,009 shares worth $4.29M. The position accounts for 0.42% of the portfolio, ranked #69.

Genus Capital Management first reported a position in CMI in Q1 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q1 2025. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Genus Capital Management held 6,009 shares of Cummins worth $4.29M as of Q2 2026.
  • Genus Capital Management bought 1,632 Cummins shares in Q2 2026, an estimated $1.08M.
  • Cummins made up 0.42% of Genus Capital Management's portfolio in Q2 2026, its #69 holding.
  • Genus Capital Management first reported a position in Cummins in Q1 2024 and has held it in 7 quarters since.
  • Genus Capital Management's Cummins position peaked at $14.2M in Q1 2025.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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