Ownership history in Geneva Partners, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Geneva Partners, LLC reported a position in LILLY ELI & CO (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Geneva Partners, LLC outperformed the S&P 500 by +34.0% annually on this LLY position. Timing score: 35% (6/17 decisions correct). Average cost basis: $428.41. Maximum drawdown during holding period: β15.0%.
π₯ Exceptional β beat the S&P 500 by 34.0% per year on this position.
17 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 17 add/trim decisions correct
Best entry: $129.51 (2020 Q1) Β· Worst: $1072.89 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 9 trims. Bought during 1 of 6 down-price quarters. π More buys than sells across the holding period.
π Geneva Partners, LLC has been actively increasing its LLY allocation β a bullish signal from insiders.
Currently 6.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size