CWM
HGER icon

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

Centricity 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
2025
Q2 		$20.6K Buy
+847
New +$20.3K 0.02% 253

Other funds holding HGER

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Centricity Wealth Management's HGER Position: Q2 2025 in Review

Centricity Wealth Management opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2025: 847 shares worth $20.6K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings.

88 funds tracked by Wall St. Rank hold HGER as of Q2 2025.

  • Centricity Wealth Management held 847 shares of Harbor Commodity All-Weather Strategy ETF worth $20.6K as of Q2 2025.
  • Harbor Commodity All-Weather Strategy ETF was a new Centricity Wealth Management position in Q2 2025.
  • Harbor Commodity All-Weather Strategy ETF made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #253 holding.
  • 88 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.