Wealth Enhancement Trust Services
FIX icon

Wealth Enhancement Trust Services’s Comfort Systems FIX Stock Holding History

Wealth Enhancement Trust Services’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 		– Sell
-29
Closed -$57.5K – 1040
2026
Q2 		$57.5K Buy
+29
New +$52.6K 0.01% 463

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Wealth Enhancement Trust Services's FIX Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Comfort Systems (FIX) in Q3 2026, closing a stake of 29 shares — an estimated $57.5K sold.

Wealth Enhancement Trust Services first reported a position in FIX in Q2 2026 and held it in 1 quarter. The position peaked at $57.5K in Q2 2026. 1,020 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Comfort Systems position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 29 Comfort Systems shares in Q3 2026, an estimated $57.5K.
  • Wealth Enhancement Trust Services first reported a position in Comfort Systems in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Comfort Systems position peaked at $57.5K in Q2 2026.
  • 1,020 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.