Wealth Enhancement Advisory Services
ORA icon

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
Q3 		$285K Buy
3,212
+944
+42% +$97.5K ﹤0.01% 3402
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

Other funds holding ORA

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
HI
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's ORA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Ormat Technologies (ORA) stake by 42% in Q3 2026, buying an estimated $97.5K and bringing the position to 3,212 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #3402.

Wealth Enhancement Advisory Services first reported a position in ORA in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold ORA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,212 shares of Ormat Technologies worth $285K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 944 Ormat Technologies shares in Q3 2026, an estimated $97.5K.
  • Ormat Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3402 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ormat Technologies in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.