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.