GWSG
BURL icon

GPS Wealth Strategies Group’s Burlington BURL Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$1.73K Hold
6
– – ﹤0.01% 541
2025
Q3 		$1.53K Hold
6
– – ﹤0.01% 1437
2025
Q2 		$1.4K Hold
6
– – ﹤0.01% 1399
2025
Q1 		$1.43K Hold
6
– – ﹤0.01% 1343
2024
Q4 		$1.71K Hold
6
– – ﹤0.01% 1259
2024
Q3 		$1.58K Hold
6
– – ﹤0.01% 1257
2024
Q2 		$1.44K Hold
6
– – ﹤0.01% 1238
2024
Q1 		$1.39K Hold
6
– – ﹤0.01% 1150
2023
Q4 		$1.17K Hold
6
– – ﹤0.01% 1149
2023
Q3 		$812 Hold
6
– – ﹤0.01% 1191
2023
Q2 		$944 Hold
6
– – ﹤0.01% 1163
2023
Q1 		$1.21K Buy
+6
New +$1.31K ﹤0.01% 1148
2022
Q4 		– Sell
-6
Closed -$1K – 244
2022
Q3 		$1K Hold
6
– – ﹤0.01% 1068
2022
Q2 		$1K Hold
6
– – ﹤0.01% 1054
2022
Q1 		$1K Buy
+6
New +$1.31K ﹤0.01% 988

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return