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GeoWealth Management’s Ormat Technologies ORA Stock Holding History

GeoWealth 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
2025
Q2 		– Sell
-5,799
Closed -$410K – 1270
2025
Q1 		$410K Buy
5,799
+1,024
+21% +$69.4K 0.02% 469
2024
Q4 		$323K Buy
4,775
+835
+21% +$64.5K 0.01% 603
2024
Q3 		$303K Buy
3,940
+5
+0.1% +$371 0.01% 602
2024
Q2 		$282K Sell
3,935
-2,507
-39% -$174K 0.01% 599
2024
Q1 		$426K Buy
+6,442
New +$430K 0.02% 482

Other funds holding ORA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GeoWealth Management's ORA Position: Q2 2025 in Review

GeoWealth Management sold out of Ormat Technologies (ORA) in Q2 2025, closing a stake of 5,799 shares — an estimated $410K sold.

GeoWealth Management first reported a position in ORA in Q1 2024 and held it in 5 quarters. The position peaked at $426K in Q1 2024. 325 funds tracked by Wall St. Rank hold ORA as of Q2 2025.

  • GeoWealth Management reported no remaining Ormat Technologies position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 5,799 Ormat Technologies shares in Q2 2025, an estimated $410K.
  • GeoWealth Management first reported a position in Ormat Technologies in Q1 2024 and held it in 5 quarters.
  • GeoWealth Management's Ormat Technologies position peaked at $426K in Q1 2024.
  • 325 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.