Geneva Partners, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $13.8M, Nvidia Corp with a value of $12.8M, Meta Platforms, Inc. with a value of $10.9M, Alphabet Inc. with a value of $9.66M, and Ishares Core S&P 500 ETF with a value of $9.39M.

Examining the 13F form we can see an decrease of $48.8M in the current position value, from $241M to 192M.

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

Portfolio value $192 Million
ETFs: $39.6 Million
Technology: $38.4 Million
Communication Services: $34.5 Million
Consumer Cyclical: $27.4 Million
Financial Services: $22.9 Million
Industrials: $21 Million
Healthcare: $3.79 Million
Energy: $3.51 Million
Other: $472,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $192 Million
  • Prior Value $241 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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