4J Wealth Management
HGER icon

4J Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

4J Wealth Management’s Portfolio HGER Stock Details HGER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.25M Buy
35,392
+6,753
+24% +$227K 0.58% 35
2026
Q2 		$840K Buy
28,639
+16,850
+143% +$528K 0.41% 42
2026
Q1 		$366K Buy
11,789
+1,625
+16% +$45.5K 0.21% 69
2025
Q4 		$252K Buy
10,164
+986
+11% +$25.7K 0.14% 85
2025
Q3 		$237K Sell
9,178
-26,768
-74% -$666K 0.14% 88
2025
Q2 		$873K Buy
+35,946
New +$861K 0.59% 33

Other funds holding HGER

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Horizon Advisory Services
Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Sowa Financial Group
Sowa Financial Group Lincoln, Rhode Island $229M AUM 25.83% 1-Year Est. Return

4J Wealth Management's HGER Position: Q3 2026 in Review

4J Wealth Management increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 24% in Q3 2026, buying an estimated $227K and bringing the position to 35,392 shares worth $1.25M. The position accounts for 0.58% of the portfolio, ranked #35.

4J Wealth Management first reported a position in HGER in Q2 2025 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

  • 4J Wealth Management held 35,392 shares of Harbor Commodity All-Weather Strategy ETF worth $1.25M as of Q3 2026.
  • 4J Wealth Management bought 6,753 Harbor Commodity All-Weather Strategy ETF shares in Q3 2026, an estimated $227K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.58% of 4J Wealth Management's portfolio in Q3 2026, its #35 holding.
  • 4J Wealth Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2025 and has held it in 6 quarters since.
  • 182 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.