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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
Q3 		$891 Buy
+11
New +$778 ﹤0.01% 1959
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

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's FET Position: Q3 2026 in Review

True Wealth Design opened a new position in Forum Energy Technologies (FET) in Q3 2026: 11 shares worth $891. The stake represents ﹤0.01% of the portfolio and ranks #1959 among its holdings. This is a return to the name: True Wealth Design previously reported a position in FET as recently as Q1 2026.

True Wealth Design first reported a position in FET in Q4 2024 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold FET as of Q3 2026.

  • True Wealth Design held 11 shares of Forum Energy Technologies worth $891 as of Q3 2026.
  • Forum Energy Technologies was a new True Wealth Design position in Q3 2026.
  • Forum Energy Technologies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1959 holding.
  • True Wealth Design first reported a position in Forum Energy Technologies in Q4 2024 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.