Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.3M Buy
47,112
+14,108
+43% +$4.08M 5.42% 1
2026
Q1
$5.42M Buy
+33,004
New +$4.4M 2.6% 18

Other funds holding DELL

Geneva Partners's DELL Position: Q2 2026 in Review

Geneva Partners increased its Dell (DELL) stake by 43% in Q2 2026, buying an estimated $4.08M and bringing the position to 47,112 shares worth $20.3M. The position accounts for 5.42% of the portfolio, ranked #1.

Geneva Partners first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 1,532 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Geneva Partners held 47,112 shares of Dell worth $20.3M as of Q2 2026.
  • Geneva Partners bought 14,108 Dell shares in Q2 2026, an estimated $4.08M.
  • Dell made up 5.42% of Geneva Partners's portfolio in Q2 2026, its #1 holding.
  • Geneva Partners first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.