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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Genesis Private Wealth's BURL Position: Q2 2026 in Review

Genesis Private Wealth reduced its Burlington (BURL) stake by 0.44% in Q2 2026, selling an estimated $967 and leaving 678 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #179.

Genesis Private Wealth first reported a position in BURL in Q4 2024 and has held it in 6 quarters since. The position peaked at $233K in Q4 2025. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Genesis Private Wealth held 678 shares of Burlington worth $215K as of Q2 2026.
  • Genesis Private Wealth sold 3 Burlington shares in Q2 2026, an estimated $967.
  • Burlington made up 0.06% of Genesis Private Wealth's portfolio in Q2 2026, its #179 holding.
  • Genesis Private Wealth first reported a position in Burlington in Q4 2024 and has held it in 6 quarters since.
  • Genesis Private Wealth's Burlington position peaked at $233K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.