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

Harbor Investment Advisory’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 Q3	$2.7M	Buy	76,542 +2,055	+3%	+$69.2K	0.18%	92
2026 Q2	$2.19M	Sell	74,487 -3,444	-4%	-$108K	0.15%	109
2026 Q1	$2.42M	Buy	77,931 +5,009	+7%	+$140K	0.19%	94
2025 Q4	$1.81M	Sell	72,922 -2,017	-3%	-$52.6K	0.14%	116
2025 Q3	$1.93M	Buy	74,939 +13,157	+21%	+$328K	0.16%	113
2025 Q2	$1.5M	Buy	61,782 +11,572	+23%	+$277K	0.13%	123
2025 Q1	$1.21M	Buy	50,210 +3,321	+7%	+$77.3K	0.12%	137
2024 Q4	$1.04M	Buy	46,889 +38,673	+471%	+$874K	0.1%	146
2024 Q3	$186K	Buy	+8,216	New	+$182K	0.02%	354

Other funds holding HGER

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Harbor Investment Advisory's HGER Position: Q3 2026 in Review

Harbor Investment Advisory increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 2.8% in Q3 2026, buying an estimated $69.2K and bringing the position to 76,542 shares worth $2.7M. The position accounts for 0.18% of the portfolio, ranked #92.

Harbor Investment Advisory first reported a position in HGER in Q3 2024 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

Harbor Investment Advisory held 76,542 shares of Harbor Commodity All-Weather Strategy ETF worth $2.7M as of Q3 2026.
Harbor Investment Advisory bought 2,055 Harbor Commodity All-Weather Strategy ETF shares in Q3 2026, an estimated $69.2K.
Harbor Commodity All-Weather Strategy ETF made up 0.18% of Harbor Investment Advisory's portfolio in Q3 2026, its #92 holding.
Harbor Investment Advisory first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2024 and has held it in 9 quarters since.
23 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.