Geneva Partners, LLC
All 13F Filings
- Location
- Lake Geneva, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 375,092
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 75 | 375,092 | 13F-HR | Geneva Partners, LLC |
| Q1 2026 | 4/29/2026 | 63 | 208,239 | 13F-HR | Geneva Partners, LLC |
| Q4 2025 | 2/3/2026 | 69 | 280,826 | 13F-HR | Geneva Partners, LLC |
| Q3 2025 | 11/12/2025 | 68 | 273,639 | 13F-HR | Geneva Partners, LLC |
| Q2 2025 | 8/14/2025 | 72 | 251,997 | 13F-HR | Geneva Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 292.6 K | 78.0% | 140.7 K | 0 | 140.7 K |
| ETFs | 82.5 K | 22.0% | 26.2 K | 0 | 26.2 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
375,092
Holdings
75
QoQ value change ($000)
166,853
(80.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.