IAG Wealth Partners’s Ormat Technologies ORA Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-200	Closed	-$16.8K	–	533
2025 Q2	$16.8K	Hold	200	–	–	﹤0.01%	295
2025 Q1	$14.2K	Hold	200	–	–	﹤0.01%	302
2024 Q4	$13.5K	Hold	200	–	–	﹤0.01%	310
2024 Q3	$15.4K	Hold	200	–	–	﹤0.01%	298
2024 Q2	$14.3K	Hold	200	–	–	﹤0.01%	294
2024 Q1	$13.2K	Hold	200	–	–	﹤0.01%	282
2023 Q4	$15.2K	Hold	200	–	–	﹤0.01%	265
2023 Q3	$14K	Hold	200	–	–	﹤0.01%	264
2023 Q2	$16.1K	Hold	200	–	–	﹤0.01%	259
2023 Q1	$17K	Hold	200	–	–	﹤0.01%	239
2022 Q4	$17.3K	Hold	200	–	–	0.01%	232
2022 Q3	$17K	Hold	200	–	–	0.01%	218
2022 Q2	$16K	Hold	200	–	–	0.01%	225
2022 Q1	$16K	Hold	200	–	–	0.01%	247
2021 Q4	$16K	Hold	200	–	–	0.01%	246
2021 Q3	$14K	Hold	200	–	–	0.01%	232
2021 Q2	$14K	Hold	200	–	–	0.01%	222
2021 Q1	$16K	Hold	200	–	–	0.01%	205
2020 Q4	$19K	Hold	200	–	–	0.01%	171
2020 Q3	$12K	Hold	200	–	–	0.01%	209
2020 Q2	$13K	Hold	200	–	–	0.01%	196
2020 Q1	$14K	Hold	200	–	–	0.01%	170
2019 Q4	$15K	Buy	+200	New	+$15.1K	0.01%	205

Other funds holding ORA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

IAG Wealth Partners's ORA Position: Q3 2025 in Review

IAG Wealth Partners sold out of Ormat Technologies (ORA) in Q3 2025, closing a stake of 200 shares — an estimated $16.8K sold.

IAG Wealth Partners first reported a position in ORA in Q4 2019 and held it in 23 quarters. The position peaked at $19K in Q4 2020. 347 funds tracked by Wall St. Rank hold ORA as of Q3 2025.

IAG Wealth Partners reported no remaining Ormat Technologies position as of Q3 2025 after selling out during the quarter.
IAG Wealth Partners sold 200 Ormat Technologies shares in Q3 2025, an estimated $16.8K.
IAG Wealth Partners first reported a position in Ormat Technologies in Q4 2019 and held it in 23 quarters.
IAG Wealth Partners's Ormat Technologies position peaked at $19K in Q4 2020.
347 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2025.

Based on IAG Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.