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Filers›Family Office›Geneva Partners, LLC
DOSSIER · 13F-HR · Q1 2026

Geneva Partners, LLC

Geneva's family office based in Boston, MA — $208M in tracked AUM across 63 positions as of Q1 2026.

G
Geneva·Boston, MA·Family Office
CIK 0001712671 · last filed Mar 31, 2026
Total AUM
$208M
▲ 2.6%
vs prior
Holdings
63
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Geneva Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$14M80K6.7%
02
GOOGL
ALPHABET INC
$14M47K6.5%
03
IVV
ISHARES TR
$10M15K4.6%
04
AVGO
BROADCOM INC
$10M31K4.6%
05
QUAL
ISHARES TR
$8M44K4.1%
06
IEMG
ISHARES INC
$8M121K4.0%
07
VHT
VANGUARD WORLD FD
$8M30K3.9%
08
CAT
CATERPILLAR INC
$8M11K3.8%
09
GEV
GE VERNOVA INC
$8M9K3.6%
10
STRL
STERLING INFRASTRUCTURE INC
$7M18K3.5%

Filing history

Filing history loading…
AI Agent · grounded in Geneva
haiku-4-5 · 63 positions indexed
Sector mix
  • Tech24%
  • Health Care43%
  • Cons. Disc.13%
  • Communications18%
  • Energy5%
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