BWA β€” BORGWARNER INC

Ownership history in Geller Advisors LLC  Β·  2 quarters on record

AI Ownership Summary

Geller Advisors LLC reported BORGWARNER INC (BWA) in 2 quarterly 13F filings from 2024 Q3 through 2024 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows BWA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geller Advisors LLC's position in BORGWARNER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

BWA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Geller Advisors LLC held BWA β€” position size vs. price
% of Fund (quarterly)    BWA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 5,829 +1,395 +31.5% 0.01% $212K 2024-11-15 $33.78
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BWA

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.02% Ares Financial Consulting, LLC 0.0%

FAQ About Geller Advisors LLC and BWA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geller Advisors LLC reported owning BWA?

Geller Advisors LLC reported BWA across 1 quarterly 13F filings, from 2024 Q3 through 2024 Q3.

What was the largest reported BWA position in Geller Advisors LLC's portfolio?

The largest reported portfolio weight for BWA was 0.01% in 2024 Q3.

What is the latest reported BWA position on this page?

The most recent filing on this page is 2024 Q3, when Geller Advisors LLC reported 5,829 shares, equal to 0.01% of portfolio, with an estimated market value of $212K.

What does the chart on this BWA ownership page compare?

The chart compares Geller Advisors LLC's quarterly BWA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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