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Geneva Partners, LLC
CIK:0001712671
Investment Adviser
$6B AUM
72 holdings
Lake Geneva, WI, United States
Geneva Partners, LLC is an investment advisory firm specializing in portfolio management and financial planning for individuals and businesses.
Investment Strategy
Comprehensive investment management focusing on growth and capital preservation.
Latest 13F Filing Activity
Geneva Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 72 equity positions with a total 13F market value of $252M. The fund increased holdings in Intuit, Booking Holdings Inc., Sea LTD among other positions. Geneva Partners, LLC reduced exposure to Marsch & Mclennan Co., Amazon Com Inc., Invesco QQQ TR among others.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 5.52% | $13.9M | 18,861 | $293.36 | $738.09 | +$3.0M |
N NVDA | NVIDIA CORPORATION | 4.84% | $12.2M | 77,130 | $45.32 | $157.99 | -$644.1K |
M MSFT | MICROSOFT CORP | 4.79% | $12.1M | 24,283 | $250.76 | $497.41 | +$3.0M |
A AVGO | BROADCOM INC | 4.79% | $12.1M | 43,759 | $78.45 | $275.65 | +$2.7M |
N NFLX | NETFLIX INC | 4.15% | $10.4M | 7,801 | $899.28 | $1339.13 | +$5.3M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+11.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+11.4%
SERVICES-PREPACKAGED SOFTWARE
+10.9%
SERVICES-BUSINESS SERVICES, NEC
+8.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+7.1%
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
D Dean Schwefel | Senior Investment Analyst | Chicago, IL , United States |
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