Balboa Wealth Partners’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Balboa Wealth Partners’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 Q2	$648K	Buy	+22,079	New	+$692K	0.09%	191
2024 Q1	–	Sell	-12,000	Closed	-$251K	–	302
2023 Q4	$251K	Buy	+12,000	New	+$269K	0.08%	188

Other funds holding HGER

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Balboa Wealth Partners's HGER Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2026: 22,079 shares worth $648K. The stake represents 0.09% of the portfolio and ranks #191 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in HGER as recently as Q4 2023.

Balboa Wealth Partners first reported a position in HGER in Q4 2023 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Balboa Wealth Partners held 22,079 shares of Harbor Commodity All-Weather Strategy ETF worth $648K as of Q2 2026.
Harbor Commodity All-Weather Strategy ETF was a new Balboa Wealth Partners position in Q2 2026.
Harbor Commodity All-Weather Strategy ETF made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #191 holding.
Balboa Wealth Partners first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2023 and has held it in 2 quarters since.
233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.