Summit Wealth & Retirement Planning’s Cambria Global EW 2 ETF GEQ Stock Holding History

Summit Wealth & Retirement Planning’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	$3.21M	Buy	+62,800	New	+$3.17M	0.68%	24

Other funds holding GEQ

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $532M AUM 15.18% 1-Year Est. Return

Summit Wealth & Retirement Planning's GEQ Position: Q2 2026 in Review

Summit Wealth & Retirement Planning opened a new position in Cambria Global EW 2 ETF (GEQ) in Q2 2026: 62,800 shares worth $3.21M. The stake represents 0.68% of the portfolio and ranks #24 among its holdings.

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

Summit Wealth & Retirement Planning held 62,800 shares of Cambria Global EW 2 ETF worth $3.21M as of Q2 2026.
Cambria Global EW 2 ETF was a new Summit Wealth & Retirement Planning position in Q2 2026.
Cambria Global EW 2 ETF made up 0.68% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #24 holding.
32 funds tracked by Wall St. Rank held Cambria Global EW 2 ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.