Position in CSWC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$631,545
New position
Shares Held
26,569
first reported quarter
Ownership
0.042%
of shares outstanding
% of Portfolio
10.02%
of 13F equity value
Holder Rank
#79
of 190 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026GEN Financial Management, INC. holds $2,599,008 across 3 Asset Management names. CSWC ranks #3 (24.3% of the industry book) .
All Filings in CSWC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,545 | 26,569 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||