GWM
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Gilpin Wealth Management’s Safehold SAFE Stock Holding History

Gilpin Wealth Management’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$106 Sell
9
-4
-31% -$61 ﹤0.01% 1289
2026
Q2 		$205 Hold
13
– – ﹤0.01% 914
2026
Q1 		$176 Buy
13
+12
+1,200% +$178 ﹤0.01% 875
2025
Q4 		$14 Buy
+1
New +$14 ﹤0.01% 974

Other funds holding SAFE

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Gilpin Wealth Management's SAFE Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Safehold (SAFE) stake by 31% in Q3 2026, selling an estimated $61 and leaving 9 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Gilpin Wealth Management first reported a position in SAFE in Q4 2025 and has held it in 4 quarters since. The position peaked at $205 in Q2 2026. 8 funds tracked by Wall St. Rank hold SAFE as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Safehold worth $106 as of Q3 2026.
  • Gilpin Wealth Management sold 4 Safehold shares in Q3 2026, an estimated $61.
  • Safehold made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1289 holding.
  • Gilpin Wealth Management first reported a position in Safehold in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Safehold position peaked at $205 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Safehold as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.