JFS WEALTH ADVISORS, LLC CIG CIA ENERGETICA DE MINAS GERA

Ownership history in JFS WEALTH ADVISORS, LLC  ·  19 quarters on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported CIA ENERGETICA DE MINAS GERA (CIG) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows CIG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JFS WEALTH ADVISORS, LLC's position in CIA ENERGETICA DE MINAS GERA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CIG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JFS WEALTH ADVISORS, LLC held CIG — position size vs. price
% of Fund (quarterly)    CIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 311 0% 0.00% $654 2026-07-10 $2.20
2026 Q1 REDUCED 46.8% -9.6% 311 -274 -46.8% 0.00% $744 2026-04-21 $2.59
2025 Q4 UNCHANGED 585 0% 0.00% $1K 2026-01-14 $1.85
2025 Q3 REDUCED 585 -10 -1.7% 0.00% $1K 2025-11-10 $2.06
2025 Q2 REDUCED 595 -2 -0.3% 0.00% $1K 2025-07-24 $1.77
2025 Q1 REDUCED 8.6% +21.1% 597 -56 -8.6% 0.00% $1K 2025-04-22 $1.53
2024 Q4 UNCHANGED 653 0% 0.00% $1K 2025-01-31 $1.59
2024 Q3 UNCHANGED 653 0% 0.00% $1K 2024-10-25 $1.60
2024 Q2 ADDED 653 +150 +29.8% 0.00% $1K 2024-07-15 $1.52
2024 Q1 ADDED 503 +2 +0.4% 0.00% $1K 2024-04-30 $1.38
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JFS WEALTH ADVISORS, LLC and CIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has JFS WEALTH ADVISORS, LLC reported owning CIG?

JFS WEALTH ADVISORS, LLC reported CIG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CIG position in JFS WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for CIG was 0.00% in 2024 Q1.

What is the latest reported CIG position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 311 shares, equal to 0.00% of portfolio, with an estimated market value of $654.

What does the chart on this CIG ownership page compare?

The chart compares JFS WEALTH ADVISORS, LLC's quarterly CIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JFS WEALTH ADVISORS, LLC time their CIG position?

Based on 13F filing dates vs. subsequent CIG price moves, JFS WEALTH ADVISORS, LLC correctly timed 10 out of 13 reported position changes (77%). The annualised alpha on CIG relative to SPY over the holding period was +97.1%.

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