GEN Financial Management
CSWC icon

GEN Financial Management’s Capital Southwest CSWC Stock Holding History

GEN Financial Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.02M Buy
44,069
+17,500
+66% +$423K 0.55% 26
2026
Q2 		$632K Buy
+26,569
New +$622K 0.38% 27

Other funds holding CSWC

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Melia Wealth
Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

GEN Financial Management's CSWC Position: Q3 2026 in Review

GEN Financial Management increased its Capital Southwest (CSWC) stake by 66% in Q3 2026, buying an estimated $423K and bringing the position to 44,069 shares worth $1.02M. The position accounts for 0.55% of the portfolio, ranked #26.

GEN Financial Management first reported a position in CSWC in Q2 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

  • GEN Financial Management held 44,069 shares of Capital Southwest worth $1.02M as of Q3 2026.
  • GEN Financial Management bought 17,500 Capital Southwest shares in Q3 2026, an estimated $423K.
  • Capital Southwest made up 0.55% of GEN Financial Management's portfolio in Q3 2026, its #26 holding.
  • GEN Financial Management first reported a position in Capital Southwest in Q2 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.