Geneos Wealth Management’s Ballard Power Systems BLDP Stock Holding History

Geneos Wealth Management’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
2022 Q1	–	Sell	-252	Closed	-$3K	–	2766
2021 Q4	$3K	Sell	252 -1,000	-80%	-$15.1K	﹤0.01%	2509
2021 Q3	$17K	Sell	1,252 -153	-11%	-$2.42K	﹤0.01%	1992
2021 Q2	$25K	Sell	1,405 -1,148	-45%	-$21.3K	﹤0.01%	1791
2021 Q1	$55K	Buy	2,553 +1,000	+64%	+$29.9K	﹤0.01%	1574
2020 Q4	$3K	Buy	1,553 +1,400	+915%	+$25.8K	﹤0.01%	2599
2020 Q3	$2K	Buy	+153	New	+$2.46K	﹤0.01%	2385
2020 Q2	–	Sell	-1,000	Closed	-$7K	–	2565
2020 Q1	$7K	Hold	1,000	–	–	﹤0.01%	1926
2019 Q4	$6K	Hold	1,000	–	–	﹤0.01%	2129
2019 Q3	$5K	Hold	1,000	–	–	﹤0.01%	2086
2019 Q2	$4K	Hold	1,000	–	–	﹤0.01%	2145
2019 Q1	$3K	Hold	1,000	–	–	﹤0.01%	2134
2018 Q4	$2K	Hold	1,000	–	–	﹤0.01%	2174
2018 Q3	$4K	Hold	1,000	–	–	﹤0.01%	2095
2018 Q2	$2K	Hold	1,000	–	–	﹤0.01%	2087
2018 Q1	$3K	Hold	1,000	–	–	﹤0.01%	1939
2017 Q4	$4K	Sell	1,000 -600	-38%	-$2.93K	﹤0.01%	1859
2017 Q3	$7K	Hold	1,600	–	–	﹤0.01%	1666
2017 Q2	$4K	Hold	1,600	–	–	﹤0.01%	1768
2017 Q1	$3K	Hold	1,600	–	–	﹤0.01%	1791
2016 Q4	$2K	Hold	1,600	–	–	﹤0.01%	1829
2016 Q3	$3K	Hold	1,600	–	–	﹤0.01%	1675
2016 Q2	$2K	Hold	1,600	–	–	﹤0.01%	1662
2016 Q1	$2K	Buy	+1,600	New	+$2.17K	﹤0.01%	1644

Other funds holding BLDP

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geneos Wealth Management's BLDP Position: Q1 2022 in Review

Geneos Wealth Management sold out of Ballard Power Systems (BLDP) in Q1 2022, closing a stake of 252 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in BLDP in Q1 2016 and held it in 23 quarters. The position peaked at $55K in Q1 2021. 234 funds tracked by Wall St. Rank hold BLDP as of Q1 2022.

Geneos Wealth Management reported no remaining Ballard Power Systems position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 252 Ballard Power Systems shares in Q1 2022, an estimated $3K.
Geneos Wealth Management first reported a position in Ballard Power Systems in Q1 2016 and held it in 23 quarters.
Geneos Wealth Management's Ballard Power Systems position peaked at $55K in Q1 2021.
234 funds tracked by Wall St. Rank held Ballard Power Systems as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.