• 13F History

Geneva Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$246M
Signature - Title
Steven Schwefel - PRESIDENT
Location
Lake Geneva, WI
Summary
This page shows a list of all the recent 13F filings made by Geneva Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Geneva Partners, LLC reported 71 stock holdings with total value $246M as of Q4 2024. Top holdings included AAPL, NVDA, AMZN, AVGO, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 71 $246M +$31.2M -$23.4M +$7.86M AAPL, NVDA, AMZN, AVGO, GOOGL 13F-HR 1/27/2025, 04:06 PM
Q3 2024 70 $231M +$45.6M -$52.8M -$7.22M AAPL, NVDA, AVGO, AMZN, MSFT 13F-HR 10/30/2024, 01:07 PM
Q2 2024 65 $243M +$49.8M -$34.6M +$15.2M NVDA, AAPL, GOOGL, AMZN, MSFT 13F-HR 7/22/2024, 04:23 PM
Q1 2024 66 $227M +$38.1M -$25.3M +$12.9M META, UBER, NVDA, MSFT, AVGO 13F-HR 4/30/2024, 02:08 PM
Q4 2023 71 $181M +$45.5M -$34M +$11.5M UBER, META, MSFT, AVGO, NVDA 13F-HR 1/31/2024, 05:29 PM
Q3 2023 62 $151M +$32.3M -$10.9M +$21.3M META, GOOGL, UBER, NVDA, IVV 13F-HR 10/25/2023, 01:48 PM
Q2 2023 72 $153M +$59M -$9.35M +$49.7M MSFT, IVV, NVDA, UBER, PEP 13F-HR 8/3/2023, 04:13 PM
Q1 2023 59 $116M +$40.5M -$9.55M +$30.9M PEP, IVV, MRK, META, MA 13F-HR 4/26/2023, 04:47 PM
Q4 2022 54 $106M +$20.9M -$6.11M +$14.7M PEP, MRK, LMT, IVV, ELV 13F-HR 1/23/2023, 03:27 PM
Q3 2022 54 $86.9M +$26.9M -$12.9M +$13.9M PEP, LMT, ELV, CVX, LNG 13F-HR 10/31/2022, 04:00 PM
Q2 2022 53 $97.3M +$17.8M -$26.9M -$9.15M LMT, CVX, ELV, IBM, PEP 13F-HR 7/25/2022, 12:10 PM
Q1 2022 74 $162M +$65.3M -$24.5M +$40.9M GOOGL, BRKB, CVX, MSFT, VYM 13F-HR 5/3/2022, 03:22 PM
Q4 2021 93 $201M +$54.6M -$28.6M +$26.1M QUAL, GOOGL, MSFT, AMZN, ABT 13F-HR 1/31/2022, 02:59 PM
Q3 2021 85 $203M +$55.5M -$71.2M -$15.7M GOOGL, MSFT, META, NFLX, SBUX 13F-HR 10/18/2021, 08:40 AM
Q2 2021 92 $219M +$39.9M -$28.4M +$11.5M AMZN, GOOGL, MSFT, META, NKE 13F-HR 8/6/2021, 10:56 AM
Q1 2021 77 $193M +$56.8M -$55.9M +$831K AMZN, CAT, IEMG, MSFT, GOOGL 13F-HR 5/5/2021, 10:48 AM
Q4 2020 92 $189M +$61.1M -$20.8M +$40.3M AMZN, QCOM, NKE, TIP, SBUX 13F-HR 2/1/2021, 05:36 AM
Q3 2020 81 $164M +$37M -$10.3M +$26.7M AMZN, NKE, ABT, NFLX, BABA 13F-HR 10/28/2020, 03:14 PM
Q2 2020 78 $143M +$67.2M -$5.46M +$61.8M AMZN, ABT, LLY, MSFT, NFLX 13F-HR 7/20/2020, 03:44 PM
Q1 2020 48 $70.3M +$19M -$26.6M -$7.68M AMZN, GOOGL, ABT, MSFT, LLY 13F-HR 4/27/2020, 02:12 PM
Q4 2019 67 $145M +$21.2M -$6.27M +$15M FDRR, VYM, DIS, GOOGL, GLD 13F-HR 2/4/2020, 01:57 PM
Q3 2019 69 $128M +$27.2M -$12.2M +$15M FDRR, GLD, DIS, DG, GOOGL 13F-HR 11/6/2019, 02:32 PM
Q2 2019 63 $124M +$21.2M -$5.47M +$15.8M FDRR, DIS, SBUX, AMZN, DG 13F-HR 7/31/2019, 05:27 PM
Q1 2019 62 $117M +$37.7M -$4.33M +$33.3M FDRR, GOOGL, SBUX, NKE, XLNX 13F-HR 5/10/2019, 05:16 PM
Q4 2018 56 $86.5M +$19.9M -$14.4M +$5.49M GOOGL, DIS, NKE, JPM, DG 13F-HR 1/30/2019, 10:39 AM
Q3 2018 86 $130M +$22.4M -$21M +$1.46M C, BDX, GOOGL, NKE, PANW 13F-HR 10/23/2018, 05:27 PM
Q2 2018 85 $126M +$26.6M -$13.4M +$13.1M IEMG, C, BKLN, PANW, GOOGL 13F-HR 8/9/2018, 11:52 AM
Q1 2018 75 $121M +$14.5M -$9.28M +$5.24M IEMG, VEU, BKLNXXXX, C, CAT 13F-HR 5/8/2018, 09:39 AM
Q4 2017 83 $133M +$16.9M -$3.61M +$13.3M C, IEMG, CAT, GOOGL, BKLNXXXX 13F-HR 2/8/2018, 01:00 PM
Q3 2017 88 $127M C, BKLNXXXX, BABA, DWDP, CELG 13F-HR 11/8/2017, 10:06 AM
Q2 2016 43 $47.2M BKLNXXXX, IEMG, BDX, DVY, KHC 13F-HR 7/31/2017, 06:30 PM