Arete Wealth Advisors’s Ballard Power Systems BLDP Stock Holding History

Arete Wealth Advisors’s Portfolio BLDP Stock Details BLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,150	Closed	-$30K	–	399
2025 Q3	$30K	Hold	11,150	–	–	﹤0.01%	760
2025 Q2	$18K	Sell	11,150 -400	-3%	-$535	﹤0.01%	717
2025 Q1	$13K	Sell	11,550 -30	-0.3%	-$42	﹤0.01%	714
2024 Q4	$19K	Buy	11,580 +1,530	+15%	+$2.38K	﹤0.01%	740
2024 Q3	$18K	Sell	10,050 -2,530	-20%	-$5.06K	﹤0.01%	698
2024 Q2	$28K	Buy	+12,580	New	+$35.8K	﹤0.01%	712
2024 Q1	–	Sell	-13,080	Closed	-$48.4K	–	422
2023 Q4	$48.4K	Hold	13,080	–	–	﹤0.01%	718
2023 Q3	$48K	Buy	+13,080	New	+$56.1K	0.01%	482
2023 Q2	–	Sell	-13,580	Closed	-$76K	–	679
2023 Q1	$76K	Hold	13,580	–	–	0.01%	615
2022 Q4	$65K	Buy	+13,580	New	+$77.1K	0.01%	596

Other funds holding BLDP

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arete Wealth Advisors's BLDP Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Ballard Power Systems (BLDP) in Q4 2025, closing a stake of 11,150 shares — an estimated $30K sold.

Arete Wealth Advisors first reported a position in BLDP in Q4 2022 and held it in 10 quarters. The position peaked at $76K in Q1 2023. 135 funds tracked by Wall St. Rank hold BLDP as of Q4 2025.

Arete Wealth Advisors reported no remaining Ballard Power Systems position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 11,150 Ballard Power Systems shares in Q4 2025, an estimated $30K.
Arete Wealth Advisors first reported a position in Ballard Power Systems in Q4 2022 and held it in 10 quarters.
Arete Wealth Advisors's Ballard Power Systems position peaked at $76K in Q1 2023.
135 funds tracked by Wall St. Rank held Ballard Power Systems as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.