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Geneos Wealth Management’s Comfort Systems FIX Stock Holding History

Geneos Wealth Management’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 		$9.91K Buy
+5
New +$9.07K ﹤0.01% 2022
2025
Q3 		– Sell
-3
Closed -$1.61K – 2735
2025
Q2 		$1.61K Buy
+3
New +$1.31K ﹤0.01% 2866
2021
Q3 		– Sell
-100
Closed -$7K – 2851
2021
Q2 		$7K Sell
100
-130
-57% -$10.6K ﹤0.01% 2331
2021
Q1 		$18K Hold
230
– – ﹤0.01% 2122
2020
Q4 		$17K Buy
+230
New +$11.9K ﹤0.01% 1992

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geneos Wealth Management's FIX Position: Q2 2026 in Review

Geneos Wealth Management opened a new position in Comfort Systems (FIX) in Q2 2026: 5 shares worth $9.91K. The stake represents ﹤0.01% of the portfolio and ranks #2022 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in FIX as recently as Q2 2025.

Geneos Wealth Management first reported a position in FIX in Q4 2020 and has held it in 5 quarters since. The position peaked at $18K in Q1 2021. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Geneos Wealth Management held 5 shares of Comfort Systems worth $9.91K as of Q2 2026.
  • Comfort Systems was a new Geneos Wealth Management position in Q2 2026.
  • Comfort Systems made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2022 holding.
  • Geneos Wealth Management first reported a position in Comfort Systems in Q4 2020 and has held it in 5 quarters since.
  • Geneos Wealth Management's Comfort Systems position peaked at $18K in Q1 2021.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.