Wealth Enhancement Trust Services
BURL icon

Wealth Enhancement Trust Services’s Burlington BURL Stock Holding History

Wealth Enhancement Trust Services’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 		– Sell
-28
Closed -$8.87K – 897
2026
Q2 		$8.87K Buy
+28
New +$9.03K ﹤0.01% 745

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State Street
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Geode Capital Management
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Fidelity Investments
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Primecap Management
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Wealth Enhancement Trust Services's BURL Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Burlington (BURL) in Q3 2026, closing a stake of 28 shares — an estimated $8.87K sold.

Wealth Enhancement Trust Services first reported a position in BURL in Q2 2026 and held it in 1 quarter. The position peaked at $8.87K in Q2 2026. 478 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 28 Burlington shares in Q3 2026, an estimated $8.87K.
  • Wealth Enhancement Trust Services first reported a position in Burlington in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Burlington position peaked at $8.87K in Q2 2026.
  • 478 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.