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Gen-Wealth Partners’s Capital Southwest CSWC Stock Holding History

Gen-Wealth Partners’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
2024
Q4 		– Sell
-190
Closed -$4.64K – 655
2024
Q3 		$4.64K Hold
190
– – ﹤0.01% 552
2024
Q2 		$4.96K Hold
190
– – ﹤0.01% 516
2024
Q1 		$4.74K Buy
+190
New +$4.63K ﹤0.01% 512

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Gen-Wealth Partners's CSWC Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Capital Southwest (CSWC) in Q4 2024, closing a stake of 190 shares — an estimated $4.64K sold.

Gen-Wealth Partners first reported a position in CSWC in Q1 2024 and held it in 3 quarters. The position peaked at $4.96K in Q2 2024. 160 funds tracked by Wall St. Rank hold CSWC as of Q4 2024.

  • Gen-Wealth Partners reported no remaining Capital Southwest position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 190 Capital Southwest shares in Q4 2024, an estimated $4.64K.
  • Gen-Wealth Partners first reported a position in Capital Southwest in Q1 2024 and held it in 3 quarters.
  • Gen-Wealth Partners's Capital Southwest position peaked at $4.96K in Q2 2024.
  • 160 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.