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Gen-Wealth Partners’s Comfort Systems FIX Stock Holding History

Gen-Wealth Partners’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$567K Buy
411
+1
+0.2% +$1.27K 0.18% 116
2025
Q4 		$383K Buy
410
+4
+1% +$3.69K 0.12% 179
2025
Q3 		$335K Hold
406
– – 0.11% 189
2025
Q2 		$218K Hold
406
– – 0.08% 211
2025
Q1 		$131K Sell
406
-261
-39% -$105K 0.05% 247
2024
Q4 		$283K Hold
667
– – 0.12% 167
2024
Q3 		$260K Buy
667
+10
+2% +$3.29K 0.11% 186
2024
Q2 		$200K Buy
657
+171
+35% +$54.4K 0.1% 208
2024
Q1 		$154K Buy
+486
New +$124K 0.08% 248

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Gen-Wealth Partners's FIX Position: Q1 2026 in Review

Gen-Wealth Partners increased its Comfort Systems (FIX) stake by 0.24% in Q1 2026, buying an estimated $1.27K and bringing the position to 411 shares worth $567K. The position accounts for 0.18% of the portfolio, ranked #116.

Gen-Wealth Partners first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Gen-Wealth Partners held 411 shares of Comfort Systems worth $567K as of Q1 2026.
  • Gen-Wealth Partners bought 1 Comfort Systems share in Q1 2026, an estimated $1.27K.
  • Comfort Systems made up 0.18% of Gen-Wealth Partners's portfolio in Q1 2026, its #116 holding.
  • Gen-Wealth Partners first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.