GC Wealth Management RIA’s Safety Insurance SAFT Stock Holding History

GC Wealth Management RIA’s Portfolio SAFT Stock Details SAFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Sell
2025 Q1	$226K	Buy
2024 Q4	–	Sell
2024 Q3	$706K	Sell
2024 Q2	$1.12M	Hold
2024 Q1	$1.23M	Hold
2023 Q4	$1.13M	Buy