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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
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

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

Geneos Wealth Management's ORA Position: Q2 2026 in Review

Geneos Wealth Management held its Ormat Technologies (ORA) position steady in Q2 2026 at 35 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Geneos Wealth Management first reported a position in ORA in Q2 2016 and has held it in 23 quarters since. The position peaked at $59K in Q3 2021. 436 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Geneos Wealth Management held 35 shares of Ormat Technologies worth $3.81K as of Q2 2026.
  • Geneos Wealth Management left its Ormat Technologies share count unchanged in Q2 2026.
  • Ormat Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2235 holding.
  • Geneos Wealth Management first reported a position in Ormat Technologies in Q2 2016 and has held it in 23 quarters since.
  • Geneos Wealth Management's Ormat Technologies position peaked at $59K in Q3 2021.
  • 436 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.