Perigon Wealth Management’s Ormat Technologies ORA Stock Holding History

Perigon 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	$599K	Sell	5,354 -252	-4%	-$29.2K	0.01%	719
2025 Q4	$619K	Buy	5,606 +2,048	+58%	+$224K	0.01%	694
2025 Q3	$342K	Sell	3,558 -213	-6%	-$19.2K	0.01%	893
2025 Q2	$316K	Buy	3,771 +331	+10%	+$24.7K	0.01%	827
2025 Q1	$243K	Buy	3,440 +278	+9%	+$18.8K	0.01%	888
2024 Q4	$214K	Buy	3,162 +446	+16%	+$34.5K	0.01%	952
2024 Q3	$209K	Buy	+2,716	New	+$201K	0.01%	925
2021 Q1	–	Sell	-360	Closed	-$33K	–	868
2020 Q4	$33K	Buy	+360	New	+$27.3K	﹤0.01%	873

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

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

Perigon Wealth Management reduced its Ormat Technologies (ORA) stake by 4.5% in Q1 2026, selling an estimated $29.2K and leaving 5,354 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #719.

Perigon Wealth Management first reported a position in ORA in Q4 2020 and has held it in 8 quarters since. The position peaked at $619K in Q4 2025. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

Perigon Wealth Management held 5,354 shares of Ormat Technologies worth $599K as of Q1 2026.
Perigon Wealth Management sold 252 Ormat Technologies shares in Q1 2026, an estimated $29.2K.
Ormat Technologies made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #719 holding.
Perigon Wealth Management first reported a position in Ormat Technologies in Q4 2020 and has held it in 8 quarters since.
Perigon Wealth Management's Ormat Technologies position peaked at $619K in Q4 2025.
413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.