Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Ormat Technologies ORA Stock Holding History

Wealth Enhancement Advisory Services’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 		$249K Buy
+2,268
New +$281K ﹤0.01% 3387
2026
Q1 		– Sell
-2,247
Closed -$262K – 3796
2025
Q4 		$262K Buy
+2,247
New +$246K ﹤0.01% 3040

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Dimensional Fund Advisors
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Geode Capital Management
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Canada Pension Plan Investment Board
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Neuberger Berman Group
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GACM
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Wealth Enhancement Advisory Services's ORA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Ormat Technologies (ORA) in Q2 2026: 2,268 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #3387 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in ORA as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in ORA in Q4 2025 and has held it in 2 quarters since. The position peaked at $262K in Q4 2025. 431 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,268 shares of Ormat Technologies worth $249K as of Q2 2026.
  • Ormat Technologies was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Ormat Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3387 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ormat Technologies in Q4 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Ormat Technologies position peaked at $262K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.