Geneos Wealth Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-161
| Closed | -$37.5K | – | 2584 |
|
|
2025
Q2 | $37.5K | Buy |
161
+41
| +34% | +$9.74K | ﹤0.01% | 1725 |
|
|
2025
Q1 | $28.6K | Buy |
120
+96
| +400% | +$24.9K | ﹤0.01% | 2170 |
|
|
2024
Q4 | $6.84K | Sell |
24
-12
| -33% | -$3.24K | ﹤0.01% | 2206 |
|
|
2024
Q3 | $9.48K | Buy |
+36
| New | +$9.32K | ﹤0.01% | 1858 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 2082 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2604 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2775 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 2646 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 2713 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 2730 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 2990 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$891 | ﹤0.01% | 2764 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$4K | – | 2488 |
|
|
2019
Q4 | $4K | Hold |
19
| – | – | ﹤0.01% | 2221 |
|
|
2019
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 2203 |
|
|
2019
Q2 | $3K | Sell |
19
-27
| -59% | -$4.41K | ﹤0.01% | 2202 |
|
|
2019
Q1 | $7K | Hold |
46
| – | – | ﹤0.01% | 1935 |
|
|
2018
Q4 | $7K | Buy |
46
+27
| +142% | +$4.36K | ﹤0.01% | 1870 |
|
|
2018
Q3 | $3K | Buy |
19
+4
| +27% | +$638 | ﹤0.01% | 2161 |
|
|
2018
Q2 | $2K | Sell |
15
-221
| -94% | -$31.5K | ﹤0.01% | 2091 |
|
|
2018
Q1 | $31K | Buy |
236
+221
| +1,473% | +$27.3K | ﹤0.01% | 1209 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 2081 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2026 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1981 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1963 |
|
|
2016
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1929 |
|
|
2016
Q3 | $1K | Buy |
+15
| New | +$1.16K | ﹤0.01% | 1858 |
|
Other funds holding BURL
SIM