Geneos Wealth Management’s Ormat Technologies ORA Stock Holding History

Geneos Wealth Management’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 Q3	$3.48K	Buy	38 +3	+9%	+$310	﹤0.01%	2751
2026 Q2	$3.81K	Hold	35	–	–	﹤0.01%	2235
2026 Q1	$3.92K	Hold	35	–	–	﹤0.01%	2208
2025 Q4	$3.87K	Hold	35	–	–	﹤0.01%	2208
2025 Q3	$3.37K	Buy	+35	New	+$3.16K	﹤0.01%	2232
2024 Q1	–	Sell	-400	Closed	-$30.3K	–	2197
2023 Q4	$30.3K	Hold	400	–	–	﹤0.01%	1224
2023 Q3	$28K	Hold	400	–	–	﹤0.01%	1263
2023 Q2	$32.2K	Hold	400	–	–	﹤0.01%	1218
2023 Q1	$33.9K	Hold	400	–	–	﹤0.01%	1185
2022 Q4	$34.6K	Hold	400	–	–	﹤0.01%	1175
2022 Q3	$34K	Sell	400 -235	-37%	-$20.9K	﹤0.01%	1160
2022 Q2	$50K	Hold	635	–	–	﹤0.01%	1287
2022 Q1	$51K	Hold	635	–	–	﹤0.01%	1380
2021 Q4	$50K	Sell	635 -245	-28%	-$18.5K	﹤0.01%	1483
2021 Q3	$59K	Buy	880 +245	+39%	+$16.9K	﹤0.01%	1407
2021 Q2	$44K	Buy	635 +100	+19%	+$7.11K	﹤0.01%	1544
2021 Q1	$38K	Hold	535	–	–	﹤0.01%	1773
2020 Q4	$40K	Buy	535 +435	+435%	+$32.9K	﹤0.01%	1562
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	2187
2020 Q2	$6K	Buy	+100	New	+$6.54K	﹤0.01%	2096
2017 Q2	–	Sell	-50	Closed	-$2K	–	2120
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	1911
2016 Q4	$2K	Hold	50	–	–	﹤0.01%	1886
2016 Q3	$2K	Hold	50	–	–	﹤0.01%	1797
2016 Q2	$2K	Buy	+50	New	+$2.14K	﹤0.01%	1696

Other funds holding ORA

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return

Geneos Wealth Management's ORA Position: Q3 2026 in Review

Geneos Wealth Management increased its Ormat Technologies (ORA) stake by 8.6% in Q3 2026, buying an estimated $310 and bringing the position to 38 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Geneos Wealth Management first reported a position in ORA in Q2 2016 and has held it in 24 quarters since. The position peaked at $59K in Q3 2021. 268 funds tracked by Wall St. Rank hold ORA as of Q3 2026.

Geneos Wealth Management held 38 shares of Ormat Technologies worth $3.48K as of Q3 2026.
Geneos Wealth Management bought 3 Ormat Technologies shares in Q3 2026, an estimated $310.
Ormat Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2751 holding.
Geneos Wealth Management first reported a position in Ormat Technologies in Q2 2016 and has held it in 24 quarters since.
Geneos Wealth Management's Ormat Technologies position peaked at $59K in Q3 2021.
268 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.