GWM
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GK Wealth Management’s Safehold SAFE Stock Holding History

GK 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 		$545 Buy
+46
New +$699 ﹤0.01% 1479

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
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

GK Wealth Management opened a new position in Safehold (SAFE) in Q3 2026: 46 shares worth $545. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings.

8 funds tracked by Wall St. Rank hold SAFE as of Q3 2026.

  • GK Wealth Management held 46 shares of Safehold worth $545 as of Q3 2026.
  • Safehold was a new GK Wealth Management position in Q3 2026.
  • Safehold made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1479 holding.
  • 8 funds tracked by Wall St. Rank held Safehold as of Q3 2026.

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