CIAM
SURG icon

Caitong International Asset Management’s SurgePays SURG Stock Holding History

Caitong International Asset Management’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
1
– – ﹤0.01% 3434
2026
Q1 		$1 Buy
+1
New +$1 ﹤0.01% 2516

Other funds holding SURG

GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Caitong International Asset Management's SURG Position: Q2 2026 in Review

Caitong International Asset Management held its SurgePays (SURG) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Caitong International Asset Management first reported a position in SURG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1 in Q1 2026. 7 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Caitong International Asset Management held 1 share of SurgePays worth $0 as of Q2 2026.
  • Caitong International Asset Management left its SurgePays share count unchanged in Q2 2026.
  • SurgePays made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #3434 holding.
  • Caitong International Asset Management first reported a position in SurgePays in Q1 2026 and has held it in 2 quarters since.
  • Caitong International Asset Management's SurgePays position peaked at $1 in Q1 2026.
  • 7 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.