A detailed history of Geneos Wealth Management Inc. transactions in Capital Southwest Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,330 shares of CSWC stock, worth $33,915. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,330
Previous 600 121.67%
Holding current value
$33,915
Previous $14,000 142.86%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$24.39 - $27.2 $17,804 - $19,856
730 Added 121.67%
1,330 $34,000
Q1 2024

May 03, 2024

BUY
$23.33 - $25.66 $13,997 - $15,396
600 New
600 $14,000
Q2 2022

Jul 22, 2022

SELL
$17.99 - $24.07 $7,771 - $10,398
-432 Reduced 11.86%
3,210 $0
Q1 2022

May 16, 2022

SELL
$23.08 - $26.35 $8,655 - $9,881
-375 Reduced 9.34%
3,642 $86,000
Q4 2021

Feb 09, 2022

SELL
$24.23 - $28.34 $21,807 - $25,506
-900 Reduced 18.3%
4,017 $101,000
Q3 2021

Nov 09, 2021

BUY
$24.87 - $27.69 $41,607 - $46,325
1,673 Added 51.57%
4,917 $126,000
Q2 2021

Jul 08, 2021

BUY
$22.41 - $27.87 $11,810 - $14,687
527 Added 19.4%
3,244 $81,000
Q4 2020

May 19, 2021

BUY
$12.94 - $17.75 $30,305 - $41,570
2,342 Added 624.53%
2,717 $59,000
Q3 2020

Sep 07, 2021

BUY
$12.44 - $15.04 $4,665 - $5,640
375 New
375 $5,000

Others Institutions Holding CSWC

About CAPITAL SOUTHWEST CORP


  • Ticker CSWC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 27,530,600
  • Market Cap $702M
  • Description
  • Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, ...
More about CSWC
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.