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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
2026
Q2 		$101K Buy
+932
New +$115K ﹤0.01% 835
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 $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 $3.37T AUM 44.26% 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

GeoWealth Management's ORA Position: Q2 2026 in Review

GeoWealth Management opened a new position in Ormat Technologies (ORA) in Q2 2026: 932 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in ORA as recently as Q1 2025.

GeoWealth Management first reported a position in ORA in Q1 2024 and has held it in 6 quarters since. The position peaked at $426K in Q1 2024. 436 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • GeoWealth Management held 932 shares of Ormat Technologies worth $101K as of Q2 2026.
  • Ormat Technologies was a new GeoWealth Management position in Q2 2026.
  • Ormat Technologies made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #835 holding.
  • GeoWealth Management first reported a position in Ormat Technologies in Q1 2024 and has held it in 6 quarters since.
  • GeoWealth Management's Ormat Technologies position peaked at $426K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.