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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gilpin Wealth Management's SAFE Position: Q2 2026 in Review

Gilpin Wealth Management held its Safehold (SAFE) position steady in Q2 2026 at 13 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Gilpin Wealth Management first reported a position in SAFE in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

Gilpin Wealth Management held 13 shares of Safehold worth $205 as of Q2 2026.
Gilpin Wealth Management left its Safehold share count unchanged in Q2 2026.
Safehold made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #914 holding.
Gilpin Wealth Management first reported a position in Safehold in Q4 2025 and has held it in 3 quarters since.
213 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.