Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GENEVA PARTNERS LLC 01-31-2024 12-31-2023 71 180,520,579
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UBER TECHNOLOGIES INC COM 1 $8,861,154 143,920 0.00 0.00 -1,200 -0.83 12-31-2023
META PLATFORMS INC CL A 2 $8,754,878 24,734 0.00 0.00 -6 -0.02 12-31-2023
MICROSOFT CORP COM 3 $7,831,440 20,826 0.00 0.00 1,971 10.45 12-31-2023
BROADCOM INC COM 4 $7,646,595 6,850 0.00 0.00 509 8.03 12-31-2023
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