Vise Technologies
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Vise Technologies’s Cambria Global EW 2 ETF GEQ Stock Holding History

Vise Technologies’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 		$13.1M Sell
258,429
-21,464
-8% -$1.11M 0.11% 166
2026
Q2 		$14.3M Buy
+279,893
New +$14.1M 0.16% 117

Other funds holding GEQ

Franklin Resources
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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
Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning San Ramon, California $493M AUM 17.07% 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
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Vise Technologies's GEQ Position: Q3 2026 in Review

Vise Technologies reduced its Cambria Global EW 2 ETF (GEQ) stake by 7.7% in Q3 2026, selling an estimated $1.11M and leaving 258,429 shares worth $13.1M. The position accounts for 0.11% of the portfolio, ranked #166.

Vise Technologies first reported a position in GEQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.3M in Q2 2026. 27 funds tracked by Wall St. Rank hold GEQ as of Q3 2026.

  • Vise Technologies held 258,429 shares of Cambria Global EW 2 ETF worth $13.1M as of Q3 2026.
  • Vise Technologies sold 21,464 Cambria Global EW 2 ETF shares in Q3 2026, an estimated $1.11M.
  • Cambria Global EW 2 ETF made up 0.11% of Vise Technologies's portfolio in Q3 2026, its #166 holding.
  • Vise Technologies first reported a position in Cambria Global EW 2 ETF in Q2 2026 and has held it in 2 quarters since.
  • Vise Technologies's Cambria Global EW 2 ETF position peaked at $14.3M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Cambria Global EW 2 ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.