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
Q2 		$769K Sell
15,305
-1,097
-7% -$61.2K ﹤0.01% 2863
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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Creative Planning's FET Position: Q2 2026 in Review

Creative Planning reduced its Forum Energy Technologies (FET) stake by 6.7% in Q2 2026, selling an estimated $61.2K and leaving 15,305 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

Creative Planning first reported a position in FET in Q3 2014 and has held it in 5 quarters since. The position peaked at $962K in Q1 2026. 162 funds tracked by Wall St. Rank hold FET as of Q2 2026.

  • Creative Planning held 15,305 shares of Forum Energy Technologies worth $769K as of Q2 2026.
  • Creative Planning sold 1,097 Forum Energy Technologies shares in Q2 2026, an estimated $61.2K.
  • Forum Energy Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2863 holding.
  • Creative Planning first reported a position in Forum Energy Technologies in Q3 2014 and has held it in 5 quarters since.
  • Creative Planning's Forum Energy Technologies position peaked at $962K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.