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Curio Wealth’s Ormat Technologies ORA Stock Holding History

Curio Wealth’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-295
Closed -$33K – 815
2026
Q1 		$33K Buy
295
+2
+0.7% +$232 0.01% 157
2025
Q4 		$33.5K Hold
293
– – 0.01% 165
2025
Q3 		$28.2K Hold
293
– – 0.01% 142
2025
Q2 		$24.5K Buy
293
+292
+29,200% +$21.8K 0.01% 156
2025
Q1 		$19.8K Sell
1
-292
-100% -$19.8K 0.01% 183
2024
Q4 		$19.8K Buy
+293
New +$22.6K 0.01% 176

Other funds holding ORA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Curio Wealth's ORA Position: Q2 2026 in Review

Curio Wealth sold out of Ormat Technologies (ORA) in Q2 2026, closing a stake of 295 shares — an estimated $33K sold.

Curio Wealth first reported a position in ORA in Q4 2024 and held it in 6 quarters. The position peaked at $33.5K in Q4 2025. 436 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Curio Wealth reported no remaining Ormat Technologies position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 295 Ormat Technologies shares in Q2 2026, an estimated $33K.
  • Curio Wealth first reported a position in Ormat Technologies in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Ormat Technologies position peaked at $33.5K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.