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GeoWealth Management’s Safety Insurance SAFT Stock Holding History

GeoWealth 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
Q2 		– Sell
-2
Closed -$158 – 1279
2025
Q1 		$158 Sell
2
-56
-97% -$4.38K ﹤0.01% 1054
2024
Q4 		$4.78K Sell
58
-18
-24% -$1.49K ﹤0.01% 1561
2024
Q3 		$6.22K Buy
+76
New +$6.25K ﹤0.01% 1428

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

GeoWealth Management's SAFT Position: Q2 2025 in Review

GeoWealth Management sold out of Safety Insurance (SAFT) in Q2 2025, closing a stake of 2 shares — an estimated $158 sold.

GeoWealth Management first reported a position in SAFT in Q3 2024 and held it in 3 quarters. The position peaked at $6.22K in Q3 2024. 193 funds tracked by Wall St. Rank hold SAFT as of Q2 2025.

  • GeoWealth Management reported no remaining Safety Insurance position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 2 Safety Insurance shares in Q2 2025, an estimated $158.
  • GeoWealth Management first reported a position in Safety Insurance in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Safety Insurance position peaked at $6.22K in Q3 2024.
  • 193 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.