GM
CSWC icon

GeoWealth Management’s Capital Southwest CSWC Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-200
Closed -$5.06K – 1814
2024
Q3 		$5.06K Buy
+200
New +$5.07K ﹤0.01% 1452

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

GeoWealth Management's CSWC Position: Q4 2024 in Review

GeoWealth Management sold out of Capital Southwest (CSWC) in Q4 2024, closing a stake of 200 shares — an estimated $5.06K sold.

GeoWealth Management first reported a position in CSWC in Q3 2024 and held it in 1 quarter. The position peaked at $5.06K in Q3 2024. 160 funds tracked by Wall St. Rank hold CSWC as of Q4 2024.

  • GeoWealth Management reported no remaining Capital Southwest position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 200 Capital Southwest shares in Q4 2024, an estimated $5.06K.
  • GeoWealth Management first reported a position in Capital Southwest in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Capital Southwest position peaked at $5.06K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.