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

Pasadena 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 Q3	$13.6M	Buy	+387,034	New	+$13M	1.64%	12

Other funds holding HGER

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Pasadena Private Wealth's HGER Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q3 2026: 387,034 shares worth $13.6M. The stake represents 1.64% of the portfolio and ranks #12 among its holdings.

199 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

Pasadena Private Wealth held 387,034 shares of Harbor Commodity All-Weather Strategy ETF worth $13.6M as of Q3 2026.
Harbor Commodity All-Weather Strategy ETF was a new Pasadena Private Wealth position in Q3 2026.
Harbor Commodity All-Weather Strategy ETF made up 1.64% of Pasadena Private Wealth's portfolio in Q3 2026, its #12 holding.
199 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.