Summit Wealth & Retirement Planning
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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
Q3 		$2.98M Sell
58,845
-3,955
-6% -$204K 0.6% 26
2026
Q2 		$3.21M Buy
+62,800
New +$3.17M 0.68% 24

Other funds holding GEQ

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Riverwater Partners
Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Fiducient Advisors
Fiducient Advisors Chicago, Illinois $669M AUM 12.68% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Forthright Family Wealth Advisory
Forthright Family Wealth Advisory Houston, Texas $176M AUM 13.05% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Summit Wealth & Retirement Planning's GEQ Position: Q3 2026 in Review

Summit Wealth & Retirement Planning reduced its Cambria Global EW 2 ETF (GEQ) stake by 6.3% in Q3 2026, selling an estimated $204K and leaving 58,845 shares worth $2.98M. The position accounts for 0.6% of the portfolio, ranked #26.

Summit Wealth & Retirement Planning first reported a position in GEQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.21M in Q2 2026. 30 funds tracked by Wall St. Rank hold GEQ as of Q3 2026.

  • Summit Wealth & Retirement Planning held 58,845 shares of Cambria Global EW 2 ETF worth $2.98M as of Q3 2026.
  • Summit Wealth & Retirement Planning sold 3,955 Cambria Global EW 2 ETF shares in Q3 2026, an estimated $204K.
  • Cambria Global EW 2 ETF made up 0.6% of Summit Wealth & Retirement Planning's portfolio in Q3 2026, its #26 holding.
  • Summit Wealth & Retirement Planning first reported a position in Cambria Global EW 2 ETF in Q2 2026 and has held it in 2 quarters since.
  • Summit Wealth & Retirement Planning's Cambria Global EW 2 ETF position peaked at $3.21M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Cambria Global EW 2 ETF as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.