Geneva Partners, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $229 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.4M, Nvidia Corp with a value of $14.7M, Broadcom Inc. with a value of $11.7M, Amazon Com Inc with a value of $10.9M, and Microsoft Corp with a value of $10.5M.

Examining the 13F form we can see an decrease of $10.7M in the current position value, from $239M to 229M.

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

Portfolio value $229 Million
Technology: $85.3 Million
ETFs: $38.7 Million
Communication Services: $25.9 Million
Industrials: $24.5 Million
Consumer Cyclical: $20.2 Million
Healthcare: $16.7 Million
Financial Services: $13.9 Million
Energy: $2.95 Million
Other: $402,000

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $229 Million
  • Prior Value $239 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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