True Wealth Design, LLC CIG — CIA ENERGETICA DE MINAS GERA

Ownership history in True Wealth Design, LLC  ·  14 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported CIA ENERGETICA DE MINAS GERA (CIG) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. 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 True Wealth Design, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

CIG stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, 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 Q1 ADDED — — — 130 +126 +3150.0% 0.00% $311 2026-04-13 $2.70
2025 Q4 UNCHANGED — — — 4 — 0% 0.00% $8 2026-01-08 $1.96
2025 Q3 UNCHANGED — — — 4 — 0% 0.00% $9 2025-10-21 $1.93
2025 Q2 REDUCED 89.5% +7.8% ❌ 4 -34 -89.5% 0.00% $8 2025-08-06 $1.84
2025 Q1 REDUCED 68.1% +20.8% ❌ 38 -81 -68.1% 0.00% $67 2025-05-13 $1.74
2024 Q4 UNCHANGED — — — 119 — 0% 0.00% $211 2025-02-14 $1.75
2024 Q3 REDUCED 7.0% -11.7% ✅ 119 -9 -7.0% 0.00% $246 2024-11-14 $1.80
2024 Q2 ADDED — — — 128 +53 +70.7% 0.00% $226 2024-08-14 $1.78
2024 Q1 ADDED — — — 75 +36 +92.3% 0.00% $186 2024-05-14 $1.59
2023 Q4 ADDED — — — 39 +3 +8.3% 0.00% $91 2024-02-14 $1.32
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CIG

As of 2026 Q1 — sorted by position size

TSP Capital Management Group, LLC 3Y 7Y 5.32% Everstar Asset Management, LLC 0.71% Generali Investments CEE, investicni spolecnost, a.s. 0.12% Vanguard Capital Wealth Advisors 3Y 7Y 0.04% Abundance Wealth Counselors 3Y 7Y 0.02% Banque Cantonale Vaudoise 3Y 0.02% SmartHarvest Portfolios, LLC 0.02% Harbor Asset Planning, Inc. 0.02% Traveka Wealth, LLC 0.01% rebel Financial LLC 0.01%

FAQ About True Wealth Design, 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 True Wealth Design, LLC reported owning CIG?

True Wealth Design, LLC reported CIG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CIG position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for CIG was 0.00% in 2024 Q3.

What is the latest reported CIG position on this page?

The most recent filing on this page is 2026 Q1, when True Wealth Design, LLC reported 130 shares, equal to 0.00% of portfolio, with an estimated market value of $311.

What does the chart on this CIG ownership page compare?

The chart compares True Wealth Design, 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 True Wealth Design, LLC time their CIG position?

Based on 13F filing dates vs. subsequent CIG price moves, True Wealth Design, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on CIG relative to SPY over the holding period was +13.7%.

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