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Geneva Partners, LLC

CIK:0001712671
Investment Adviser
$6B AUM
72 holdings
Lake Geneva, WI, United States
Founded:2004
25 employees
Latest filing:Jun 30, 2025

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 Buys
I
INTUINTUIT
+$7.7M
B
BKNGBOOKING HOLDINGS INC
+$7.1M
S
SESEA LTD
+$6.8M
U
UBERUBER TECHNOLOGIES INC
+$5.6M
N
NFLXNETFLIX INC
+$5.3M
Top Sells
M
MMCMARSCH & MCLENNAN CO
-$4.1M
A
AMZNAMAZON COM INC
-$3.8M
Q
QQQINVESCO QQQ TR
-$1.3M
A
AAPLAPPLE INC
-$732.6K
N
NVDANVIDIA CORPORATION
-$644.1K

Top Holdings

M
METAMETA PLATFORMS INC
+5.5%$13.9M
N
NVDANVIDIA CORPORATION
+4.8%$12.2M
M
MSFTMICROSOFT CORP
+4.8%$12.1M
A
AVGOBROADCOM INC
+4.8%$12.1M
N
NFLXNETFLIX INC
+4.1%$10.4M

Equity Positions (72)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
META PLATFORMS INC5.52%$13.9M18,861$293.36$738.09+$3.0M
NVIDIA CORPORATION4.84%$12.2M77,130$45.32$157.99-$644.1K
MICROSOFT CORP4.79%$12.1M24,283$250.76$497.41+$3.0M
BROADCOM INC4.79%$12.1M43,759$78.45$275.65+$2.7M
NETFLIX INC4.15%$10.4M7,801$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)

NameRoleLocationLinkedIn
D
Dean Schwefel
Senior Investment AnalystChicago, IL , United States