Current Market Value 251,996,807
Current Holdings 72
Most Recent File Date 2025-08-14
Total Filings on Record 33
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 72 251,997
2025-04-30 2025-03-31 13F-HR 60 193,987
2025-01-27 2024-12-31 13F-HR 71 246,342
2024-10-30 2024-09-30 13F-HR 70 230,975
2024-07-22 2024-06-30 13F-HR 65 242,761
2024-04-30 2024-03-31 13F-HR 66 226,629
2024-01-31 2023-12-31 13F-HR 71 180,521
2023-10-25 2023-09-30 13F-HR 62 150,699
2023-08-03 2023-06-30 13F-HR 73 153,264
2023-04-26 2023-03-31 13F-HR 60 116,870
2023-01-23 2022-12-31 13F-HR 54 105,886
2022-10-31 2022-09-30 13F-HR 55 87,490
2022-07-25 2022-06-30 13F-HR 53 101,720
2022-05-03 2022-03-31 13F-HR 74 161,784
2022-01-31 2021-12-31 13F-HR 95 210,942
2021-10-18 2021-09-30 13F-HR 86 211,222
2021-08-06 2021-06-30 13F-HR 92 218,503
2021-05-05 2021-03-31 13F-HR 77 193,420
2021-02-01 2020-12-31 13F-HR 93 189,295
2020-10-28 2020-09-30 13F-HR 81 163,556
2020-07-20 2020-06-30 13F-HR 78 142,609
2020-04-27 2020-03-31 13F-HR 48 70,325
2020-02-04 2019-12-31 13F-HR 67 144,935
2019-11-06 2019-09-30 13F-HR 69 128,477
2019-07-31 2019-06-30 13F-HR 64 123,824
2019-05-10 2019-03-31 13F-HR 62 117,295
2019-01-30 2018-12-31 13F-HR 57 86,513
2018-10-23 2018-09-30 13F-HR 86 130,207
2018-08-09 2018-06-30 13F-HR 85 126,073
2018-05-08 2018-03-31 13F-HR 76 121,619
2018-02-08 2017-12-31 13F-HR 84 133,712
2017-11-08 2017-09-30 13F-HR 88 126,886
2017-07-31 2016-06-30 13F-HR 79 111,605