CTWM
GEQ

Cherry Tree Wealth Management’s Cambria Global EW 2 ETF GEQ Stock Holding History

Cherry Tree Wealth Management’s Portfolio GEQ Stock Details GEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Buy
+39,579
New +$2M 0.38% 54

Other funds holding GEQ

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

Cherry Tree Wealth Management's GEQ Position: Q2 2026 in Review

Cherry Tree Wealth Management opened a new position in Cambria Global EW 2 ETF (GEQ) in Q2 2026: 39,579 shares worth $2.02M. The stake represents 0.38% of the portfolio and ranks #54 among its holdings.

32 funds tracked by Wall St. Rank hold GEQ as of Q2 2026.

  • Cherry Tree Wealth Management held 39,579 shares of Cambria Global EW 2 ETF worth $2.02M as of Q2 2026.
  • Cambria Global EW 2 ETF was a new Cherry Tree Wealth Management position in Q2 2026.
  • Cambria Global EW 2 ETF made up 0.38% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #54 holding.
  • 32 funds tracked by Wall St. Rank held Cambria Global EW 2 ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.