Geneos Wealth Management’s Comfort Systems FIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.61K	Buy	+3	New	+$1.61K	﹤0.01%	2866
2021 Q3	–	Sell	-100	Closed	-$7K	–	2851
2021 Q2	$7K	Sell	100 -130	-57%	-$9.1K	﹤0.01%	2331
2021 Q1	$18K	Hold	230	–	–	﹤0.01%	2122
2020 Q4	$17K	Buy	+230	New	+$17K	﹤0.01%	1992