Cornerstone Planning Group
FET icon

Cornerstone Planning Group’s Forum Energy Technologies FET Stock Holding History

Cornerstone Planning Group’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 		– Sell
-39
Closed -$2.26K – 687
2026
Q2 		$2.26K Hold
39
– – ﹤0.01% 1292
2026
Q1 		$2.31K Hold
39
– – ﹤0.01% 1271
2025
Q4 		$1.7K Hold
39
– – ﹤0.01% 1225
2025
Q3 		$1.26K Hold
39
– – ﹤0.01% 1261
2025
Q2 		$738 Hold
39
– – ﹤0.01% 1188
2025
Q1 		$564 Hold
39
– – ﹤0.01% 1263
2024
Q4 		$698 Buy
+39
New +$588 ﹤0.01% 1049
2024
Q2 		– Sell
-30
Closed -$556 – 1292
2024
Q1 		$556 Buy
+30
New +$592 ﹤0.01% 910

Other funds holding FET

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Cornerstone Planning Group's FET Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Forum Energy Technologies (FET) in Q3 2026, closing a stake of 39 shares — an estimated $2.26K sold.

Cornerstone Planning Group first reported a position in FET in Q1 2024 and held it in 8 quarters. The position peaked at $2.31K in Q1 2026. 15 funds tracked by Wall St. Rank hold FET as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Forum Energy Technologies position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 39 Forum Energy Technologies shares in Q3 2026, an estimated $2.26K.
  • Cornerstone Planning Group first reported a position in Forum Energy Technologies in Q1 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Forum Energy Technologies position peaked at $2.31K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.