Geneva Partners, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $240 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $13.9M, Nvidia Corp with a value of $12.2M, Microsoft Corp with a value of $12.1M, Broadcom Inc. with a value of $12.1M, and Netflix Inc with a value of $10.4M.

Examining the 13F form we can see an increase of $48.3M in the current position value, from $192M to 240M.

Below you can find more details about Geneva Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
Technology: $63.9 Million
Communication Services: $48.2 Million
ETFs: $41.1 Million
Consumer Cyclical: $39.7 Million
Industrials: $20.9 Million
Financial Services: $18.9 Million
Healthcare: $3.6 Million
Energy: $3.31 Million
Other: $492,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $240 Million
  • Prior Value $192 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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