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Geneos Wealth Management’s Burlington BURL Stock Holding History

Geneos Wealth Management’s Portfolio BURL Stock Details BURL Fund Activity
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
+113
+235% +$26.9K ﹤0.01% 1725
2025
Q1 		$11.4K Buy
48
+24
+100% +$6.22K ﹤0.01% 2202
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

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Geneos Wealth Management's BURL Position: Q3 2025 in Review

Geneos Wealth Management sold out of Burlington (BURL) in Q3 2025, closing a stake of 161 shares — an estimated $37.5K sold.

Geneos Wealth Management first reported a position in BURL in Q3 2016 and held it in 25 quarters. The position peaked at $37.5K in Q2 2025. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Geneos Wealth Management reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 161 Burlington shares in Q3 2025, an estimated $37.5K.
  • Geneos Wealth Management first reported a position in Burlington in Q3 2016 and held it in 25 quarters.
  • Geneos Wealth Management's Burlington position peaked at $37.5K in Q2 2025.
  • 537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.