Geneva Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's contact information, including its address in Lake Geneva, Wisconsin, and the name of its managing director, Valerie Lamp.
The portfolio consists of 81 separate positions. The largest holding is NVIDIA Corporation, for which the firm reported ownership of 75,121 shares. Other significant individual stock positions include Apple Inc. with 21,117 shares, Amazon.com Inc. with 30,251 shares, and Broadcom Inc. with 26,759 shares.
The filing also includes a substantial number of exchange-traded funds (ETFs). Top ETF holdings include the iShares Core MSCI Emerging Markets ETF with 103,200 shares, the iShares Core S&P 500 ETF with 14,730 shares, and the iShares Core S&P Midcap 400 ETF with 14,430 shares. The portfolio also holds shares in funds focused on dividend growth, such as the Fidelity Covington Trust Enhanced Large Cap Equity ETF, and sector-specific funds like the VanEck Gold Miners ETF and the SPDR Series Trust S&P Biotech ETF.
The filing indicates that no positions were sold during the reporting period, as all holdings are listed with zero changes in share count.
