SWRP
GEQ

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

FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
JMBAI
J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM

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.

9 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.
  • 9 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.