GeoWealth Management’s BorgWarner BWA Stock Holding History

GeoWealth 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 Q1	$357K	Sell	6,573 -7,612	-54%	-$401K	0.01%	554
2025 Q4	$639K	Sell	14,185 -20,510	-59%	-$898K	0.02%	384
2025 Q3	$1.53M	Buy	+34,695	New	+$1.39M	0.06%	215
2025 Q1	–	Sell	-1,118	Closed	-$35.5K	–	1159
2024 Q4	$35.5K	Sell	1,118 -13	-1%	-$443	﹤0.01%	1252
2024 Q3	$41K	Buy	+1,131	New	+$37.3K	﹤0.01%	1129
2023 Q3	–	Sell	-598	Closed	-$26K	–	489
2023 Q2	$26K	Buy	598 +104	+21%	+$4.28K	﹤0.01%	358
2023 Q1	$21K	Buy	+494	New	+$20.5K	﹤0.01%	317
2021 Q3	–	Sell	-1,408	Closed	-$61K	–	395
2021 Q2	$61K	Buy	+1,408	New	+$62K	0.01%	246

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GeoWealth Management's BWA Position: Q1 2026 in Review

GeoWealth Management reduced its BorgWarner (BWA) stake by 54% in Q1 2026, selling an estimated $401K and leaving 6,573 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #554.

GeoWealth Management first reported a position in BWA in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

GeoWealth Management held 6,573 shares of BorgWarner worth $357K as of Q1 2026.
GeoWealth Management sold 7,612 BorgWarner shares in Q1 2026, an estimated $401K.
BorgWarner made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #554 holding.
GeoWealth Management first reported a position in BorgWarner in Q2 2021 and has held it in 8 quarters since.
GeoWealth Management's BorgWarner position peaked at $1.53M in Q3 2025.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.