Genesis Private Wealth’s Burlington BURL Stock Holding History

Genesis Private Wealth’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
2026 Q3	$228K	Buy	855 +177	+26%	+$54.9K	0.06%	164
2026 Q2	$215K	Sell	678 -3	-0.4%	-$967	0.06%	179
2026 Q1	$222K	Sell	681 -127	-16%	-$38.9K	0.07%	171
2025 Q4	$233K	Sell	808 -68	-8%	-$18.4K	0.07%	157
2025 Q3	$223K	Buy	+876	New	+$238K	0.09%	138
2025 Q2	–	Sell	-875	Closed	-$209K	–	157
2025 Q1	$209K	Buy	875 +155	+22%	+$40.2K	0.11%	138
2024 Q4	$205K	Buy	+720	New	+$195K	0.11%	130

Other funds holding BURL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Genesis Private Wealth's BURL Position: Q3 2026 in Review

Genesis Private Wealth increased its Burlington (BURL) stake by 26% in Q3 2026, buying an estimated $54.9K and bringing the position to 855 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #164.

Genesis Private Wealth first reported a position in BURL in Q4 2024 and has held it in 7 quarters since. The position peaked at $233K in Q4 2025. 203 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

Genesis Private Wealth held 855 shares of Burlington worth $228K as of Q3 2026.
Genesis Private Wealth bought 177 Burlington shares in Q3 2026, an estimated $54.9K.
Burlington made up 0.06% of Genesis Private Wealth's portfolio in Q3 2026, its #164 holding.
Genesis Private Wealth first reported a position in Burlington in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's Burlington position peaked at $233K in Q4 2025.
203 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.