Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionGen-Wealth Partners Inc
Latest Disclosed Ownership411 shares
Latest Disclosed Value $ 566,765
Gen-Wealth Partners Inc reports 0.24% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 8, 2026 - Gen-Wealth Partners Inc filed a 13F-HR form disclosing ownership of 411 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $566,765 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 410 shares of Comfort Systems USA, Inc.. This represents a change in shares of 0.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F COMFORT SYS USA INC COM Stock 199908104 411 1 0.24 567 48.17 0.1786
2026-02-13 2025-12-31 13F COMFORT SYS USA INC COM Stock 199908104 410 4 0.99 383 14.03 0.1227
2025-11-14 2025-09-30 13F COMFORT SYS USA INC COM Stock 199908104 406 0 0.00 335 54.38 0.1132
2025-08-14 2025-06-30 13F COMFORT SYS USA INC COM Stock 199908104 406 0 0.00 218 66.92 0.0840
2025-05-13 2025-03-31 13F COMFORT SYS USA INC COM Stock 199908104 406 -261 -39.13 131 -53.90 0.0546
2025-02-14 2024-12-31 13F COMFORT SYS USA INC COM Stock 199908104 667 0 0.00 283 8.46 0.1216
2024-11-13 2024-09-30 13F COMFORT SYS USA INC COM Stock 199908104 667 10 1.52 260 30.65 0.1137
2024-08-13 2024-06-30 13F COMFORT SYS USA INC COM Stock 199908104 657 171 35.19 200 29.22 0.0965
2024-05-15 2024-03-31 13F COMFORT SYS USA INC COM Stock 199908104 486 486 154 0.0766
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.