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True Wealth Design’s Forum Energy Technologies FET Stock Holding History

True Wealth Design’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 		– Sell
-2
Closed -$118 – 2735
2026
Q1 		$118 Hold
2
– – ﹤0.01% 2438
2025
Q4 		$74 Buy
+2
New +$62 ﹤0.01% 2381
2025
Q2 		– Sell
-20
Closed -$403 – 2662
2025
Q1 		$403 Hold
20
– – ﹤0.01% 1639
2024
Q4 		$310 Buy
+20
New +$301 ﹤0.01% 1166

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

True Wealth Design's FET Position: Q2 2026 in Review

True Wealth Design sold out of Forum Energy Technologies (FET) in Q2 2026, closing a stake of 2 shares — an estimated $118 sold.

True Wealth Design first reported a position in FET in Q4 2024 and held it in 4 quarters. The position peaked at $403 in Q1 2025. 162 funds tracked by Wall St. Rank hold FET as of Q2 2026.

  • True Wealth Design reported no remaining Forum Energy Technologies position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Forum Energy Technologies shares in Q2 2026, an estimated $118.
  • True Wealth Design first reported a position in Forum Energy Technologies in Q4 2024 and held it in 4 quarters.
  • True Wealth Design's Forum Energy Technologies position peaked at $403 in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.