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GeoWealth Management’s Comfort Systems FIX Stock Holding History

GeoWealth 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 		$1.72M Buy
868
+293
+51% +$532K 0.05% 209
2026
Q1 		$793K Sell
575
-12
-2% -$15.2K 0.03% 358
2025
Q4 		$548K Buy
+587
New +$542K 0.02% 414
2025
Q1 		– Sell
-137
Closed -$58.1K – 1307
2024
Q4 		$58.1K Buy
137
+2
+1% +$878 ﹤0.01% 1114
2024
Q3 		$52.7K Buy
+135
New +$44.5K ﹤0.01% 1056

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 $3.37T AUM 44.26% 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

GeoWealth Management's FIX Position: Q2 2026 in Review

GeoWealth Management increased its Comfort Systems (FIX) stake by 51% in Q2 2026, buying an estimated $532K and bringing the position to 868 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #209.

GeoWealth Management first reported a position in FIX in Q3 2024 and has held it in 5 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • GeoWealth Management held 868 shares of Comfort Systems worth $1.72M as of Q2 2026.
  • GeoWealth Management bought 293 Comfort Systems shares in Q2 2026, an estimated $532K.
  • Comfort Systems made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #209 holding.
  • GeoWealth Management first reported a position in Comfort Systems in Q3 2024 and has held it in 5 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.