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Groesbeck Investment Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Groesbeck Investment 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
Q2 		$36K Buy
+1,235
New +$38.7K 0.06% 82

Other funds holding HGER

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 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

Groesbeck Investment Management's HGER Position: Q2 2026 in Review

Groesbeck Investment Management opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2026: 1,235 shares worth $36K. The stake represents 0.06% of the portfolio and ranks #82 among its holdings.

70 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Groesbeck Investment Management held 1,235 shares of Harbor Commodity All-Weather Strategy ETF worth $36K as of Q2 2026.
  • Harbor Commodity All-Weather Strategy ETF was a new Groesbeck Investment Management position in Q2 2026.
  • Harbor Commodity All-Weather Strategy ETF made up 0.06% of Groesbeck Investment Management's portfolio in Q2 2026, its #82 holding.
  • 70 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.