CGIE β€” CAPITAL GROUP INTERNATIONAL

Ownership history in SWEENEY & MICHEL, LLC  Β·  8 quarters on record

AI Ownership Summary

SWEENEY & MICHEL, LLC reported CAPITAL GROUP INTERNATIONAL (CGIE) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.46% in 2025 Q4. The latest visible filing shows CGIE at 3.46% 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 CGIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SWEENEY & MICHEL, LLC's position in CAPITAL GROUP INTERNATIONAL, 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
2025 Q4

CGIE was reported at 3.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2025 Q4

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 2025 Q4

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 SWEENEY & MICHEL, LLC held CGIE β€” position size vs. price
% of Fund (quarterly)    CGIE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 319,564 +136,155 +74.2% 3.46% $11.7M 2026-02-14 (Est.) $36.40
2025 Q3 ADDED 183,409 +1,097 +0.6% 2.05% $6.1M 2025-11-13 $34.45
2025 Q2 ADDED 182,312 +6,708 +3.8% 2.11% $5.9M 2025-07-14 $32.54
2025 Q1 ADDED 175,604 +4,686 +2.7% 2.03% $4.6M 2025-04-09 $27.95
2024 Q3 REDUCED 170,918 -26 -0.0% 2.01% $5.1M 2024-10-21 $29.06
2024 Q2 REDUCED 170,944 -1,650 -1.0% 2.12% $5.0M 2024-07-10 $29.01
2024 Q1 ADDED 172,594 +6,561 +4.0% 2.24% $5.1M 2024-05-16 $28.76
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SWEENEY & MICHEL, LLC and CGIE

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

How long has SWEENEY & MICHEL, LLC reported owning CGIE?

SWEENEY & MICHEL, LLC reported CGIE across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CGIE position in SWEENEY & MICHEL, LLC's portfolio?

The largest reported portfolio weight for CGIE was 3.46% in 2025 Q4.

What is the latest reported CGIE position on this page?

The most recent filing on this page is 2025 Q4, when SWEENEY & MICHEL, LLC reported 319,564 shares, equal to 3.46% of portfolio, with an estimated market value of $11.7M.

What does the chart on this CGIE ownership page compare?

The chart compares SWEENEY & MICHEL, LLC's quarterly CGIE 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.

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