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JGP Wealth Management, LLC → FIX
JGP Wealth Management, LLC FIX Position History
Comfort Systems USA, Inc. • Industrials
Quarters held
5
Latest value
$15.6M
Q3 2026
Peak value
$18.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.7M |
| Q4 2025 | $8.7M |
| Q1 2026 | $13.1M |
| Q2 2026 | $18.8M |
| Q3 2026 | $15.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.6M | 9.4K | — | — |
| Q2 2026 | $18.8M | 9.5K | — | — |
| Q1 2026 | $13.1M | 9.5K | — | — |
| Q4 2025 | $8.7M | 9.4K | — | — |
| Q3 2025 | $7.7M | 9.3K | — | — |