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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

GPS Wealth Strategies Group's BURL Position: Q4 2025 in Review

GPS Wealth Strategies Group held its Burlington (BURL) position steady in Q4 2025 at 6 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

GPS Wealth Strategies Group first reported a position in BURL in Q1 2022 and has held it in 15 quarters since. 570 funds tracked by Wall St. Rank hold BURL as of Q4 2025.

GPS Wealth Strategies Group held 6 shares of Burlington worth $1.73K as of Q4 2025.
GPS Wealth Strategies Group left its Burlington share count unchanged in Q4 2025.
Burlington made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #541 holding.
GPS Wealth Strategies Group first reported a position in Burlington in Q1 2022 and has held it in 15 quarters since.
570 funds tracked by Wall St. Rank held Burlington as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.