GeoWealth Management »

Comfort Systems USA shares owned by GeoWealth Management

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Comfort Systems USA by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 868 1982.03
2026-03-31 $793k 575 1379.11
2025-12-31 $548k 587 933.40
2024-12-31 $58k 137 424.10
2024-09-30 $53k 135 390.36

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Univrsl Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for GeoWealth Management

Top funds holding Comfort Systems USA

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
FMR
State Street Corporation
Geode Capital Management
AQR Capital Management
Capital World Investors
Jpmorgan Chase & Co
Invesco
Norges Bank Investment Management
Morgan Stanley
First Trust Advisors
Susquehanna International
Westfield Capital Management Company

View all funds holding Comfort Systems USA