Creative Planning
FET icon

Creative Planning’s Forum Energy Technologies FET Stock Holding History

Creative Planning’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 		$962K Buy
16,402
+7,578
+86% +$385K ﹤0.01% 2498
2025
Q4 		$326K Buy
+8,824
New +$274K ﹤0.01% 3183
2016
Q3 		– Sell
-5
Closed -$2K – 4619
2016
Q2 		$2K Buy
+5
New +$1.6K ﹤0.01% 4005
2014
Q4 		– Sell
-4
Closed -$3K – 4214
2014
Q3 		$3K Buy
+4
New +$2.69K ﹤0.01% 3510

Other funds holding FET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Creative Planning's FET Position: Q1 2026 in Review

Creative Planning increased its Forum Energy Technologies (FET) stake by 86% in Q1 2026, buying an estimated $385K and bringing the position to 16,402 shares worth $962K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Creative Planning first reported a position in FET in Q3 2014 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold FET as of Q1 2026.

  • Creative Planning held 16,402 shares of Forum Energy Technologies worth $962K as of Q1 2026.
  • Creative Planning bought 7,578 Forum Energy Technologies shares in Q1 2026, an estimated $385K.
  • Forum Energy Technologies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2498 holding.
  • Creative Planning first reported a position in Forum Energy Technologies in Q3 2014 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.