Private Wealth Management Group’s Forum Energy Technologies FET Stock Holding History

Private Wealth Management 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
2025 Q2	–	Sell	-77	Closed	-$1.55K	–	1531
2025 Q1	$1.55K	Hold	77	–	–	﹤0.01%	1140
2024 Q4	$1.19K	Buy	+77	New	+$1.16K	﹤0.01%	1250
2024 Q2	–	Sell	-46	Closed	-$920	–	1544
2024 Q1	$920	Hold	46	–	–	﹤0.01%	1290
2023 Q4	$1.02K	Buy	+46	New	+$1.03K	﹤0.01%	1259

Other funds holding FET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCP

Keyframe Capital Partners New York $202K AUM 3.42% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Private Wealth Management Group's FET Position: Q2 2025 in Review

Private Wealth Management Group sold out of Forum Energy Technologies (FET) in Q2 2025, closing a stake of 77 shares — an estimated $1.55K sold.

Private Wealth Management Group first reported a position in FET in Q4 2023 and held it in 4 quarters. The position peaked at $1.55K in Q1 2025. 84 funds tracked by Wall St. Rank hold FET as of Q2 2025.

Private Wealth Management Group reported no remaining Forum Energy Technologies position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 77 Forum Energy Technologies shares in Q2 2025, an estimated $1.55K.
Private Wealth Management Group first reported a position in Forum Energy Technologies in Q4 2023 and held it in 4 quarters.
Private Wealth Management Group's Forum Energy Technologies position peaked at $1.55K in Q1 2025.
84 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.