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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geneos Wealth Management's ORA Position: Q1 2026 in Review

Geneos Wealth Management held its Ormat Technologies (ORA) position steady in Q1 2026 at 35 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Geneos Wealth Management first reported a position in ORA in Q2 2016 and has held it in 22 quarters since. The position peaked at $59K in Q3 2021. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

Geneos Wealth Management held 35 shares of Ormat Technologies worth $3.92K as of Q1 2026.
Geneos Wealth Management left its Ormat Technologies share count unchanged in Q1 2026.
Ormat Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2208 holding.
Geneos Wealth Management first reported a position in Ormat Technologies in Q2 2016 and has held it in 22 quarters since.
Geneos Wealth Management's Ormat Technologies position peaked at $59K in Q3 2021.
413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.