Geneos Wealth Management
FIX icon

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
Q3 		$101K Buy
61
+56
+1,120% +$94K ﹤0.01% 1369
2026
Q2 		$9.9K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geneos Wealth Management's FIX Position: Q3 2026 in Review

Geneos Wealth Management increased its Comfort Systems (FIX) stake by 1,120% in Q3 2026, buying an estimated $94K and bringing the position to 61 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Geneos Wealth Management first reported a position in FIX in Q4 2020 and has held it in 6 quarters since. 771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Geneos Wealth Management held 61 shares of Comfort Systems worth $101K as of Q3 2026.
  • Geneos Wealth Management bought 56 Comfort Systems shares in Q3 2026, an estimated $94K.
  • Comfort Systems made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1369 holding.
  • Geneos Wealth Management first reported a position in Comfort Systems in Q4 2020 and has held it in 6 quarters since.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.