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

Genesis 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
Q2 		$1.37M Sell
46,689
-10,001
-18% -$314K 0.39% 55
2026
Q1 		$1.76M Buy
56,690
+87
+0.2% +$2.43K 0.55% 44
2025
Q4 		$1.4M Buy
+56,603
New +$1.48M 0.44% 51

Other funds holding HGER

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Genesis Private Wealth's HGER Position: Q2 2026 in Review

Genesis Private Wealth reduced its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 18% in Q2 2026, selling an estimated $314K and leaving 46,689 shares worth $1.37M. The position accounts for 0.39% of the portfolio, ranked #55.

Genesis Private Wealth first reported a position in HGER in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q1 2026. 46 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Genesis Private Wealth held 46,689 shares of Harbor Commodity All-Weather Strategy ETF worth $1.37M as of Q2 2026.
  • Genesis Private Wealth sold 10,001 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $314K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.39% of Genesis Private Wealth's portfolio in Q2 2026, its #55 holding.
  • Genesis Private Wealth first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Genesis Private Wealth's Harbor Commodity All-Weather Strategy ETF position peaked at $1.76M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.