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  Name: Geneva Partners LLC
  City: LAKE GENEVA
  State: WI
  Zip: 53147
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $226,629,000
  Total Value Change : $46,109,000
  Securities Held Change : -5
   
All Securities Held : 66
  New Positions : 10
  Closed Positions : 15
  Increased Positions : 25
  Unchanged Positions : 6
  Decreased Positions : 25

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 75 Closed $177.81 $0 0 0% -2,289,000 -9,211 0    Auto Manufacturers
   (AMGN)1 Year Chart         AMGN Amgen Inc 81 Closed $314.54 $0 0 0% -228,000 -793 0    Biotechnology
   (PHYS)1 Year Chart         PHYS Sprott Physical Goldtr Units 68 Closed $18.86 $0 0 0% -573,000 -36,000 0    Closed - End Fund - Debt
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 74 Closed $903.94 $0 0 0% -881,000 -3,100 0    Networking & Communic...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 80 Closed $251.78 $0 0 0% -1,368,000 -5,872 0    Business Software & S...
   (ROP)1 Year Chart         ROP Roper Industries Inc 67 Closed $546.37 $0 0 0% -2,702,000 -4,975 0    Diversified Machinery
   (WMB)1 Year Chart         WMB Williams Companies Inc 73 Closed $41.44 $0 0 0% -590,000 -16,939 0    Oil & Gas Pipelines &...
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 79 Closed $200.39 $0 0 0% -360,000 -1,750 0    Business Services
   (CVX)1 Year Chart         CVX Chevron Corp 72 Closed $161.14 $0 0 0% -1,083,000 -7,258 0    Integrated Oil & Gas
   (COP)1 Year Chart         COP ConocoPhillips 78 Closed $120.89 $0 0 0% -397,000 -3,423 0    Integrated Oil & Gas
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 71 Closed $63.57 $0 0 0% -632,000 -10,585 0    Independent Oil & Gas
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 77 Closed $118.67 $0 0 0% -386,000 -3,858 0    Integrated Oil & Gas
   (BTG)1 Year Chart         BTG B2gold Corp. 70 Closed $2.96 $0 0 0% -158,000 -50,000 0    N/A
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 76 Closed $209.16 $0 0 0% -1,843,000 -9,726 0    Insurance Brokers
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 69 Closed $484.69 $0 0 0% -1,220,000 -2,045 0    Application Software
      15 Records Found
  1    
Page 1 of 1
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