Geneva Partners, LLC

Q4 2025 13F Holdings

  • Location
    lake geneva, WI
  • Num holdings

    69

  • Value ($000)

    $280,826

  • Date Filed
    02/03/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOOGL

ALPHABET INC

CAP STK CL A
$18.23M
7 %

58,253

LLY

ELI LILLY & CO

COM
$16.89M
6 %

15,716

NVDA

NVIDIA CORPORATION

COM
$16.58M
6 %

88,890

AVGO

BROADCOM INC

COM
$15.06M
5 %

43,499

GQ9

SPDR GOLD TR

GOLD SHS
$14.56M
5 %

36,728

MSFT

MICROSOFT CORP

COM
$12.05M
4 %

24,921

META

META PLATFORMS INC

CL A
$11.88M
4 %

18,000

IVV

ISHARES TR

CORE S&P500 ETF
$11.83M
4 %

17,275

PLTR

PALANTIR TECHNOLOGIES INC

CL A
$11.32M
4 %

63,710

---

VANGUARD WORLD FD

HEALTH CAR ETF
$10.36M
4 %

35,982

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