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Capital Southwest Corporation shares owned by GEN Financial Management

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by GEN Financial Management from 13F filings

Historical chart of GEN Financial Management investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by GEN Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by GEN Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $632k 27k 23.77

More positions owned by GEN Financial Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Series Trust St Str Sp600grwo (SLYG)
Spdr Series Trust ST STR SP400GRW (MDYG)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Wellington Short Trm Tax Ex (VTES)

View all positions for GEN Financial Management

Top funds holding Capital Southwest Corporation

Two Sigma Investments
Van Eck Associates Corp.
Sound Income Strategies
UBS Group
Sanders Morris Harris
Susquehanna International
Empowered Funds
Empirical Finance
Melia Wealth
Cetera Investment Advisers
Legal & General Group
Muzinich & Co
Envestnet Asset Management
Columbus Macro
Franklin Resources

View all funds holding Capital Southwest Corporation