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 Q2	$815K	Hold	411	–	–	0.23%	94
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gen-Wealth Partners's FIX Position: Q2 2026 in Review

Gen-Wealth Partners held its Comfort Systems (FIX) position steady in Q2 2026 at 411 shares worth $815K. The position accounts for 0.23% of the portfolio, ranked #94.

Gen-Wealth Partners first reported a position in FIX in Q1 2024 and has held it in 10 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Gen-Wealth Partners held 411 shares of Comfort Systems worth $815K as of Q2 2026.
Gen-Wealth Partners left its Comfort Systems share count unchanged in Q2 2026.
Comfort Systems made up 0.23% of Gen-Wealth Partners's portfolio in Q2 2026, its #94 holding.
Gen-Wealth Partners first reported a position in Comfort Systems in Q1 2024 and has held it in 10 quarters since.
1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.