Bailard’s Forum Energy Technologies FET Stock Holding History

Bailard’s Portfolio FET Stock Details FET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$866K	Hold	10,700	–	–	0.02%	384
2026 Q2	$537K	Hold	10,700	–	–	0.01%	499
2026 Q1	$628K	Hold	10,700	–	–	0.01%	441
2025 Q4	$395K	Sell	10,700 -3,100	-22%	-$96.2K	0.01%	519
2025 Q3	$369K	Buy	13,800 +700	+5%	+$16.2K	0.01%	557
2025 Q2	$255K	Buy	+13,100	New	+$212K	0.01%	663
2024 Q2	–	Sell	-13,800	Closed	-$276K	–	753
2024 Q1	$276K	Buy	+13,800	New	+$272K	0.01%	580

Other funds holding FET

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's FET Position: Q3 2026 in Review

Bailard held its Forum Energy Technologies (FET) position steady in Q3 2026 at 10,700 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #384.

Bailard first reported a position in FET in Q1 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold FET as of Q3 2026.

Bailard held 10,700 shares of Forum Energy Technologies worth $866K as of Q3 2026.
Bailard left its Forum Energy Technologies share count unchanged in Q3 2026.
Forum Energy Technologies made up 0.02% of Bailard's portfolio in Q3 2026, its #384 holding.
Bailard first reported a position in Forum Energy Technologies in Q1 2024 and has held it in 7 quarters since.
7 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.