Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Forum Energy Technologies FET Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$327K Buy
5,571
+3,192
+134% +$162K ﹤0.01% 2321
2025
Q4 		$88K Buy
2,379
+1,840
+341% +$57.1K ﹤0.01% 3162
2025
Q3 		$14K Buy
539
+353
+190% +$8.15K ﹤0.01% 4308
2025
Q2 		$4K Sell
186
-229
-55% -$3.71K ﹤0.01% 4674
2025
Q1 		$8K Buy
415
+222
+115% +$4.1K ﹤0.01% 4211
2024
Q4 		$3K Sell
193
-221
-53% -$3.33K ﹤0.01% 4402
2024
Q3 		$6K Buy
414
+383
+1,235% +$6.36K ﹤0.01% 4000
2024
Q2 		$1K Buy
+31
New +$571 ﹤0.01% 4380
2018
Q3 		– Sell
-4
Closed -$1K – 1886
2018
Q2 		$1K Hold
4
– – ﹤0.01% 1513
2018
Q1 		$1K Buy
+4
New +$1.11K ﹤0.01% 1269

Other funds holding FET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FET Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Forum Energy Technologies (FET) stake by 134% in Q1 2026, buying an estimated $162K and bringing the position to 5,571 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

Carson Wealth (CWM LLC) first reported a position in FET in Q1 2018 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold FET as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,571 shares of Forum Energy Technologies worth $327K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,192 Forum Energy Technologies shares in Q1 2026, an estimated $162K.
  • Forum Energy Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2321 holding.
  • Carson Wealth (CWM LLC) first reported a position in Forum Energy Technologies in Q1 2018 and has held it in 10 quarters since.
  • 194 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.