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GEN Financial Management, INC. → CSWC

GEN Financial Management, INC. CSWC Position History

Capital Southwest Corporation

Quarters held
2
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$632K
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M44.1K——
Q2 2026$632K26.6K——

Other funds holding CSWC

Other GEN Financial Management, INC. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$27.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$27.6M
BX

VANGUARD SPECIALIZED FUNDS

$27.4M
BX

VANGUARD SPECIALIZED FUNDS

$26.9M
BX

VANGUARD SPECIALIZED FUNDS

$24.9M
BX

VANGUARD SPECIALIZED FUNDS

$24.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$24.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.9M