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GENEVA CAPITAL MANAGEMENT LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENEVA CAPITAL MANAGEMENT LLC on WSO, newest first. How the timeline and the estimate are built.

GENEVA CAPITAL MANAGEMENT LLC held 57,428 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,428 shares
    Change vs previous 13F -2,631 shares

    0.55% of the 13F portfolio, value $23,932,007.

    13F-HR 0001009232-26-000009 filed by GENEVA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,059 shares
    Change vs previous 13F -7,460 shares

    0.46% of the 13F portfolio, value $21,848,827.

    13F-HR 0001009232-26-000006 filed by GENEVA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 67,519 shares
    Change vs previous 13F +2,298 shares

    0.43% of the 13F portfolio, value $22,750,443.

    13F-HR 0001009232-26-000002 filed by GENEVA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 65,221 shares
    Change vs previous 13F -9,099 shares

    0.45% of the 13F portfolio, value $26,368,697.

    13F-HR 0001009232-25-000016 filed by GENEVA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 74,320 shares
    Change vs previous 13F +8,264 shares

    0.55% of the 13F portfolio, value $32,821,037.

    13F-HR 0001009232-25-000010 filed by GENEVA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,056 shares
    Change vs previous 13F +2,997 shares

    0.63% of the 13F portfolio, value $33,576,502.

    13F-HR 0001009232-25-000005 filed by GENEVA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 63,059 shares
    Change vs previous 13F -4,962 shares

    0.52% of the 13F portfolio, value $29,883,123.

    13F-HR 0001009232-25-000003 filed by GENEVA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 68,021 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $33,458,145.

    13F-HR 0001009232-24-000014 filed by GENEVA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).