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Geneva Partners, LLC

Q1 2026 13F Holdings

  • Location
    lake geneva, WI
  • Num holdings

    63

  • Value ($000)

    $208,239

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • CIK
    0001712671
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.94M
7 %

79,959

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$13.6M
7 %

47,306

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$9.68M
5 %

14,815

A
AVGO

BROADCOM INC

COM
11135F101
$9.63M
5 %

31,129

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$8.49M
4 %

44,242

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$8.42M
4 %

120,715

---

VANGUARD WORLD FD

HEALTH CAR ETF
92204A504
$8.04M
4 %

29,538

C
CAT

CATERPILLAR INC

COM
149123101
$7.87M
4 %

10,783

G
GEV

GE VERNOVA INC

COM
36828A101
$7.59M
4 %

8,691

---

STERLING INFRASTRUCTURE INC

COM
859241101
$7.36M
4 %

18,073

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