SWM
BLDP

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

Spire 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
2025
Q4 		– Sell
-519
Closed -$1.41K – 2319
2025
Q3 		$1.41K Hold
519
– – ﹤0.01% 2216
2025
Q2 		$825 Sell
519
-1,088
-68% -$1.46K ﹤0.01% 2311
2025
Q1 		$1.77K Buy
1,607
+88
+6% +$124 ﹤0.01% 2296
2024
Q4 		$2.52K Buy
+1,519
New +$2.37K ﹤0.01% 2201
2022
Q2 		– Sell
-3,616
Closed -$42K – 2665
2022
Q1 		$42K Sell
3,616
-1,135
-24% -$12.1K ﹤0.01% 1507
2021
Q4 		$60K Buy
4,751
+725
+18% +$11K ﹤0.01% 1623
2021
Q3 		$57K Sell
4,026
-100
-2% -$1.58K ﹤0.01% 1414
2021
Q2 		$75K Sell
4,126
-5,513
-57% -$103K ﹤0.01% 1312
2021
Q1 		$234K Buy
+9,639
New +$288K 0.01% 998

Other funds holding BLDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's BLDP Position: Q4 2025 in Review

Spire Wealth Management sold out of Ballard Power Systems (BLDP) in Q4 2025, closing a stake of 519 shares — an estimated $1.41K sold.

Spire Wealth Management first reported a position in BLDP in Q1 2021 and held it in 9 quarters. The position peaked at $234K in Q1 2021. 135 funds tracked by Wall St. Rank hold BLDP as of Q4 2025.

  • Spire Wealth Management reported no remaining Ballard Power Systems position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 519 Ballard Power Systems shares in Q4 2025, an estimated $1.41K.
  • Spire Wealth Management first reported a position in Ballard Power Systems in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Ballard Power Systems position peaked at $234K in Q1 2021.
  • 135 funds tracked by Wall St. Rank held Ballard Power Systems as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.