Geneva Partners, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $241 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.5M, Nvidia Corp with a value of $16.2M, Amazon Com Inc with a value of $15.7M, Broadcom Inc. with a value of $14.3M, and Alphabet Inc. with a value of $12.1M.

Examining the 13F form we can see an increase of $12M in the current position value, from $229M to 241M.

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

Portfolio value $241 Million
Technology: $85.1 Million
ETFs: $39.5 Million
Communication Services: $32.9 Million
Consumer Cyclical: $29.9 Million
Industrials: $27.3 Million
Financial Services: $14.7 Million
Healthcare: $7.57 Million
Energy: $3.18 Million
Other: $415,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $241 Million
  • Prior Value $229 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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