GWM
SAFT icon

Geneos Wealth Management’s Safety Insurance SAFT Stock Holding History

Geneos Wealth Management’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
Q3 		– Sell
-13
Closed -$1.03K – 3050
2025
Q2 		$1.03K Buy
+13
New +$1.03K ﹤0.01% 2976

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's SAFT Position: Q3 2025 in Review

Geneos Wealth Management sold out of Safety Insurance (SAFT) in Q3 2025, closing a stake of 13 shares — an estimated $1.03K sold.

Geneos Wealth Management first reported a position in SAFT in Q2 2025 and held it in 1 quarter. The position peaked at $1.03K in Q2 2025. 215 funds tracked by Wall St. Rank hold SAFT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Safety Insurance position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 13 Safety Insurance shares in Q3 2025, an estimated $1.03K.
  • Geneos Wealth Management first reported a position in Safety Insurance in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Safety Insurance position peaked at $1.03K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.