GWM
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Greenline Wealth Management’s Comfort Systems FIX Stock Holding History

Greenline 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 		$396K Buy
+200
New +$363K 0.33% 70
2026
Q1 		– Sell
-105
Closed -$97.9K – 250
2025
Q4 		$97.9K Buy
+105
New +$96.9K 0.1% 138

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

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

Greenline Wealth Management opened a new position in Comfort Systems (FIX) in Q2 2026: 200 shares worth $396K. The stake represents 0.33% of the portfolio and ranks #70 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in FIX as recently as Q4 2025.

Greenline Wealth Management first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Greenline Wealth Management held 200 shares of Comfort Systems worth $396K as of Q2 2026.
  • Comfort Systems was a new Greenline Wealth Management position in Q2 2026.
  • Comfort Systems made up 0.33% of Greenline Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Greenline Wealth Management first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.