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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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.