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GENEVA PARTNERS, LLC 13F portfolio summary

GENEVA PARTNERS, LLC of GENEVA PARTNERS, LLC has 63 current stock holdings with a reported portfolio value of $208.2M. The portfolio 1 year return is +17.23%. Top holdings include SPY (0.00%), QQQ (0.00%), NVDA (6.83%), GOOGL (6.66%), IVV (4.74%).

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GENEVA PARTNERS, LLC

GENEVA PARTNERS, LLC
Latest filing: 2026-03-31

GENEVA PARTNERS, LLC runs GENEVA PARTNERS, LLC and currently holds 63 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $208.24M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GENEVA PARTNERS, LLC ranks #359 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GENEVA PARTNERS, LLC's portfolio at GENEVA PARTNERS, LLC has delivered returns of +17.23%. Their 3-year annualized return is +78.87%. Looking at the 5-year horizon, GENEVA PARTNERS, LLC has achieved +94.19% annualized returns at GENEVA PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.23%
#781/1000
3 Year
+78.87%
#379/1000
5 Year
+94.19%
#276/1000

Portfolio Value

$208.24M

Alpha Score

64.5

#359 of 1000

Holdings

63

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change