Corient Private Wealth
HGER icon

Corient Private Wealth’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Corient Private Wealth’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
Q1 		$941K Sell
30,349
-36,581
-55% -$1.02M ﹤0.01% 1695
2025
Q4 		$1.66M Buy
66,930
+39,559
+145% +$1.03M ﹤0.01% 1618
2025
Q3 		$706K Buy
+27,371
New +$682K ﹤0.01% 1607

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth's HGER Position: Q1 2026 in Review

Corient Private Wealth reduced its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 55% in Q1 2026, selling an estimated $1.02M and leaving 30,349 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Corient Private Wealth first reported a position in HGER in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2025. 200 funds tracked by Wall St. Rank hold HGER as of Q1 2026.

  • Corient Private Wealth held 30,349 shares of Harbor Commodity All-Weather Strategy ETF worth $941K as of Q1 2026.
  • Corient Private Wealth sold 36,581 Harbor Commodity All-Weather Strategy ETF shares in Q1 2026, an estimated $1.02M.
  • Harbor Commodity All-Weather Strategy ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1695 holding.
  • Corient Private Wealth first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Harbor Commodity All-Weather Strategy ETF position peaked at $1.66M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.