13F Insight
DOSSIER · 13F-HR · Q2 2026

Geneva Partners, LLC

$375M in tracked AUM across 75 positions as of Q2 2026.

GP
CIK 0001712671 · last filed Jun 30, 2026
Total AUM
$375M
as of Q2 2026
Holdings
75
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Geneva Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DELL
DELL TECHNOLOGIES INC
$20M47K5.4%02
MRVL
MARVELL TECHNOLOGY INC
$20M68K5.4%03
GOOGL
ALPHABET INC
$17M47K4.5%04
STRL
STERLING INFRASTRUCTURE INC
$17M20K4.5%05
XBI
SPDR SERIES TRUST
$15M95K4.0%06
NVDA
NVIDIA CORPORATION
$15M73K3.9%07
TER
TERADYNE INC
$14M29K3.7%08
GLW
CORNING INC
$13M50K3.4%09
AMAT
APPLIED MATLS INC
$12M16K3.2%10
GEV
GE VERNOVA INC
$12M10K3.1%

Filing history

2026Q2Jun 30
$375M▲ 80.1%
75 positionsView →2026Q1Mar 31
$208M▼ 25.8%
63 positionsView →2025Q4Dec 31
$281M▲ 2.6%
69 positionsView →2025Q3Sep 30
$274M▲ 8.6%
68 positionsView →2025Q2Jun 30
$252M▲ 29.9%
72 positionsLocked2025Q1Mar 31
$194M▼ 21.3%
60 positionsLocked2024Q4Dec 31
$246M▲ 6.7%
71 positionsLocked2024Q3Sep 30
$231M▼ 4.9%
70 positionsLocked2024Q2Jun 30
$243M▲ 7.1%
65 positionsLocked2024Q1Mar 31
$227M▲ 25.5%
66 positionsLocked2023Q4Dec 31
$181M▲ 19.8%
71 positionsLocked2023Q3Sep 30
$151M▼ 1.7%
62 positionsLocked
Showing 12 of 36