Geneva Partners, LLC Reduced Holdings in Q4 2024

Geneva Partners, LLC

  • $241 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-43.6K
- 79.27%
$85.0 - $120.04 $3.71M - $5.23M
11.4K $981K
KLAC
Kla Corp

Technology
-2.21K
- 38.22%
$614.46 - $829.55 $1.36M - $1.84M
3.58K $2.25M
TDG
Trans Digm Group Inc

Industrials
-181
- 3.15%
$1239.0 - $1442.53 $224K - $261K
5.56K $7.04M
LLY
Eli Lilly & CO

Healthcare
-182
- 2.09%
$727.2 - $932.06 $132K - $170K
8.54K $6.59M
RACE
Ferrari N.V.

Consumer Cyclical
-1.68K
- 62.15%
$422.83 - $490.34 $708K - $821K
1.02K $433K
PWR
Quanta Services, Inc.

Industrials
-2.77K
- 44.4%
$296.05 - $346.6 $820K - $960K
3.47K $1.1M
SPGI
S&P Global Inc.

Financial Services
-809
- 14.09%
$480.36 - $529.17 $389K - $428K
4.93K $2.46M
HWM
Howmet Aerospace Inc.

Industrials
-5.4K
- 17.94%
$99.72 - $120.09 $538K - $648K
24.7K $2.7M
MSFT
Microsoft Corp

Technology
-117
- 0.48%
$406.35 - $454.46 $47.5K - $53.2K
24.4K $10.3M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-1.05K
- 2.75%
$63.15 - $75.4 $66.4K - $79.3K
37.2K $2.38M
URI
United Rentals, Inc.

Industrials
-10
- 1.08%
$704.44 - $880.32 $7.04K - $8.8K
915 $644K
PH
Parker Hannifin Corp

Industrials
-172
- 2.35%
$621.74 - $709.46 $107K - $122K
7.15K $4.55M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-419
- 0.5%
$50.93 - $53.77 $21.3K - $22.5K
82.6K $4.25M
IWM
Ishares Russell 2000 ETF

ETFs
-140
- 2.48%
$216.13 - $242.4 $30.3K - $33.9K
5.51K $1.22M
WM
Waste Management Inc

Industrials
-80
- 3.6%
$201.79 - $228.46 $16.1K - $18.3K
2.14K $432K
FISV
Fiserv Inc

Technology
-200
- 0.71%
N/A
28K $3.5M
GLD
Spdr Gold Trust

ETFs
-16
- 0.19%
$236.59 - $257.5 $3.79K - $4.12K
8.41K $2.04M
DGRO
Ishares Core Dividend Growth E

ETFs
-6
- 0.18%
$60.73 - $64.94 $364 - $390
3.39K $207K
XLK
Technology Sector Spdr

ETFs
-23
- 1.38%
$220.26 - $241.44 $5.07K - $5.55K
1.65K $383K
GWW
W.W. Grainger, Inc.

Industrials
-22
- 1.1%
$1023.06 - $1220.93 $22.5K - $26.9K
1.97K $2.08M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-19
- 0.23%
$194.9 - $214.12 $3.7K - $4.07K
8.26K $1.67M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-76
- 2.55%
$370.24 - $418.94 $28.1K - $31.8K
2.91K $1.17M
V
Visa Inc.

Financial Services
-150
- 6.1%
$273.87 - $320.91 $41.1K - $48.1K
2.31K $730K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-17
- 0.45%
$1146.59 - $1270.6 $19.5K - $21.6K
3.76K $4.46M
APP
App Lovin Corp

Technology
-1.17K
- 41.76%
$130.67 - $401.5 $153K - $470K
1.63K $528K
CPRT
Copart Inc

Consumer Cyclical
-1.72K
- 2.41%
$51.36 - $63.8 $88.1K - $109K
69.5K $3.99M
AAPL
Apple Inc.

Technology
-148
- 0.22%
$221.69 - $259.02 $32.8K - $38.3K
65.8K $16.5M
NVDA
Nvidia Corp

Technology
-131
- 0.11%
$117.0 - $148.88 $15.3K - $19.5K
121K $16.2M
AVGO
Broadcom Inc.

Technology
-6.21K
- 9.13%
$159.67 - $250.0 $991K - $1.55M
61.8K $14.3M
Activity Summary
Buys All Purchases 33 New Holdings 8 Increased Positions 25 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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