Top 50 Geneva Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.7% | 80.0K | $13.9M | -10.05%(-8.93K) | $54.89(+254.93%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.53% | 47.3K | $13.6M | -18.79%(-10.95K) | $113.94(+215.88%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.65% | 14.8K | $9.7M | -14.24%(-2.46K) | $283.67(+163.84%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.63% | 31.1K | $9.6M | -28.44%(-12.37K) | $68.76(+424.24%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.08% | 44.2K | $8.5M | -9.95%(-4.89K) | $135.73(+60.93%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.04% | 120.7K | $8.4M | new | $68.49(+16.58%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 3.86% | 29.5K | $8.0M | -17.91%(-6.44K) | $273.73(+12.67%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.78% | 10.8K | $7.9M | +1406.01%(+10.07K) | $615.68(+56.50%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.64% | 8.7K | $7.6M | +1.54%(+132) | $494.89(+124.92%) | 2026-03-31 | |
| STRL | STERLING INFRASTRUCTURE INC | 3.53% | 18.1K | $7.4M | new | $287.15(+144.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.73% | +71.62% |
| Top 20 Holdings Unweighted | +17.81% | +63.52% |
Sign up free to track Geneva Partners, LLC, compare funds side by side, and get alerts the moment positions change.