| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 29 | Q2 2024 | 5.7% |
| ISHARES TR | 29 | Q2 2024 | 5.4% |
| ISHARES TR | 29 | Q2 2024 | 5.0% |
| SPDR S&P 500 ETF TR | 29 | Q2 2024 | 1.7% |
| WASTE MGMT INC DEL | 29 | Q2 2024 | 1.3% |
| VISA INC | 29 | Q2 2024 | 1.4% |
| ISHARES TR | 29 | Q2 2024 | 1.1% |
| ABBOTT LABS | 28 | Q1 2024 | 5.5% |
| ISHARES TR | 28 | Q2 2024 | 3.8% |
| AMGEN INC | 28 | Q2 2024 | 3.4% |
View Geneva Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-22 |
| N-PX | 2024-07-17 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-25 |
View Geneva Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.