Carolina Wealth Advisors’s Forum Energy Technologies FET Stock Holding History

Carolina Wealth Advisors’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 Q2	$6.68K	Buy	133 +40	+43%	+$2.23K	﹤0.01%	216
2026 Q1	$5.46K	Buy	+93	New	+$4.72K	﹤0.01%	219

Other funds holding FET

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return