True Wealth Design
ORA icon

True Wealth Design’s Ormat Technologies ORA Stock Holding History

True Wealth Design’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
Q3 		$18.4K Hold
201
– – ﹤0.01% 857
2026
Q2 		$21.9K Hold
201
– – 0.01% 776
2026
Q1 		$22.5K Hold
201
– – 0.01% 670
2025
Q4 		$22.2K Sell
201
-2
-1% -$219 0.01% 578
2025
Q3 		$19.5K Hold
203
– – 0.01% 625
2025
Q2 		$17K Buy
203
+190
+1,462% +$14.2K 0.01% 425
2025
Q1 		$921 Buy
+13
New +$881 ﹤0.01% 1292

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Louisiana State Employees Retirement System
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Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bailard
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Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Harrington Investments
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return
State of Alaska Department of Revenue
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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

True Wealth Design's ORA Position: Q3 2026 in Review

True Wealth Design held its Ormat Technologies (ORA) position steady in Q3 2026 at 201 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

True Wealth Design first reported a position in ORA in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.5K in Q1 2026. 49 funds tracked by Wall St. Rank hold ORA as of Q3 2026.

  • True Wealth Design held 201 shares of Ormat Technologies worth $18.4K as of Q3 2026.
  • True Wealth Design left its Ormat Technologies share count unchanged in Q3 2026.
  • Ormat Technologies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #857 holding.
  • True Wealth Design first reported a position in Ormat Technologies in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Ormat Technologies position peaked at $22.5K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.