Capital Southwest Corporation shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Capital Southwest Corporation
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Quarterly reported holdings in Capital Southwest Corporation by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42k | 1.9k | 21.86 |
| 2025-06-30 | $43k | 1.9k | 22.04 |
| 2025-03-31 | $43k | 1.9k | 22.32 |
| 2024-12-31 | $46k | 2.1k | 21.82 |
| 2024-09-30 | $53k | 2.1k | 25.29 |
| 2024-06-30 | $35k | 1.3k | 26.09 |
| 2024-03-31 | $15k | 600 | 24.96 |
| 2022-06-30 | $60k | 3.2k | 18.69 |
| 2022-03-31 | $86k | 3.6k | 23.61 |
| 2021-12-31 | $101k | 4.0k | 25.14 |
| 2021-09-30 | $126k | 4.9k | 25.63 |
| 2021-06-30 | $81k | 3.2k | 24.97 |
| 2021-03-31 | $66k | 2.7k | 24.29 |
| 2020-12-31 | $59k | 2.7k | 21.72 |
| 2020-09-30 | $5.0k | 375 | 13.33 |
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