Citadel Advisors
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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
Q4 		– Sell
-16,800
Closed -$47.2K – 14032
2025
Q3 		$47.2K Sell
16,800
-28,500
-63% -$80.8K ﹤0.01% 12239
2025
Q2 		$141K Buy
45,300
+41,300
+1,033% +$114K ﹤0.01% 11009
2025
Q1 		$8.28K Buy
4,000
+3,500
+700% +$5.17K ﹤0.01% 13647
2024
Q4 		$890 Sell
500
-23,200
-98% -$40.9K ﹤0.01% 14258
2024
Q3 		$43.6K Sell
23,700
-9,200
-28% -$20.9K ﹤0.01% 12060
2024
Q2 		$105K Sell
32,900
-59,700
-64% -$226K ﹤0.01% 10846
2024
Q1 		$357K Buy
92,600
+70,100
+312% +$468K ﹤0.01% 9103
2023
Q4 		$145K Buy
22,500
+9,100
+68% +$48.5K ﹤0.01% 10439
2023
Q3 		$62.7K Sell
13,400
-7,900
-37% -$41K ﹤0.01% 11466
2023
Q2 		$156K Buy
21,300
+12,500
+142% +$74.5K ﹤0.01% 10282
2023
Q1 		$39.5K Buy
8,800
+8,200
+1,367% +$44.2K ﹤0.01% 12446
2022
Q4 		$3.94K Buy
+600
New +$3.62K ﹤0.01% 14156

Other funds holding SURG

Vanguard Group
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
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
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.