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 Q2	$632K	Buy	+26,569	New	+$622K	0.38%	27

Other funds holding CSWC

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GEN Financial Management's CSWC Position: Q2 2026 in Review

GEN Financial Management opened a new position in Capital Southwest (CSWC) in Q2 2026: 26,569 shares worth $632K. The stake represents 0.38% of the portfolio and ranks #27 among its holdings.

62 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

GEN Financial Management held 26,569 shares of Capital Southwest worth $632K as of Q2 2026.
Capital Southwest was a new GEN Financial Management position in Q2 2026.
Capital Southwest made up 0.38% of GEN Financial Management's portfolio in Q2 2026, its #27 holding.
62 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.