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
2025 Q3	–	Sell
2025 Q2	$1.61K	Buy
2021 Q3	–	Sell
2021 Q2	$7K	Sell
2021 Q1	$18K	Hold
2020 Q4	$17K	Buy