Citadel Advisors’s SurgePays SURG Stock Holding History

Citadel Advisors’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
2025 Q1	–	Sell	-41,486	Closed	-$61.2K	–	15530
2024 Q4	$73.8K	Buy	+41,486	New	+$73.1K	﹤0.01%	11890
2024 Q2	–	Sell	-3,558	Closed	-$13.4K	–	15361
2024 Q1	$13.7K	Buy	+3,558	New	+$23.7K	﹤0.01%	13285
2023 Q4	–	Sell	-1,129	Closed	-$6.01K	–	15226
2023 Q3	$5.28K	Sell	1,129 -12,045	-91%	-$62.5K	﹤0.01%	13411
2023 Q2	$96.3K	Buy	+13,174	New	+$78.5K	﹤0.01%	11001
2022 Q1	–	Sell	-13,584	Closed	-$27K	–	14542
2021 Q4	$27K	Buy	+13,584	New	+$34.8K	﹤0.01%	13508

Other funds holding SURG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors's SURG Position: Q1 2025 in Review

Citadel Advisors sold out of SurgePays (SURG) in Q1 2025, closing a stake of 41,486 shares — an estimated $61.2K sold.

Citadel Advisors first reported a position in SURG in Q4 2021 and held it in 5 quarters. The position peaked at $96.3K in Q2 2023. 29 funds tracked by Wall St. Rank hold SURG as of Q1 2025.

Citadel Advisors reported no remaining SurgePays position as of Q1 2025 after selling out during the quarter.
Citadel Advisors sold 41,486 SurgePays shares in Q1 2025, an estimated $61.2K.
Citadel Advisors first reported a position in SurgePays in Q4 2021 and held it in 5 quarters.
Citadel Advisors's SurgePays position peaked at $96.3K in Q2 2023.
29 funds tracked by Wall St. Rank held SurgePays as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.