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Valerie Lamp

Geneva Partners, Llc

Assets Managed
$208.239M
Holdings
63
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-25.84%(2Q avg: -11.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Geneva Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Geneva Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 208.239M in assets, with a quarterly growth rate of -25.84% and a 2-quarter average growth rate of -11.61%. The portfolio is managed by Valerie Lamp, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -10.04%
6.7%
$13.945M
79,959 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -18.79%
6.54%
$13.603M
47,306 shares@ $287.57 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -14.24%
4.65%
$9.678M
14,815 shares@ $653.23 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -28.43%
4.63%
$9.635M
31,129 shares@ $309.52 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -9.95%
4.08%
$8.486M
44,242 shares@ $191.81 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
New Position
4.05%
$8.42M
120,715 shares@ $69.75 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Decreased -17.9%
3.87%
$8.044M
29,538 shares@ $272.33 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 1406.01%
3.78%
$7.869M
10,783 shares@ $729.77 avg price
GEV
Ge Vernova Inc
Recent Activity
Increased 1.55%
3.65%
$7.587M
8,691 shares@ $872.92 avg price
STRL
Sterling Infrastructure Inc
Recent Activity
New Position
3.54%
$7.361M
18,073 shares@ $407.28 avg price

1-10 of 63