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Gaddis Premier Wealth Advisors’s SurgePays SURG Stock Holding History

Gaddis Premier Wealth 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
2026
Q1 		$329K Buy
438,287
+60,363
+16% +$66.7K 0.24% 62
2025
Q4 		$631K Buy
+377,924
New +$842K 0.48% 41

Other funds holding SURG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $162M AUM 30.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gaddis Premier Wealth Advisors's SURG Position: Q1 2026 in Review

Gaddis Premier Wealth Advisors increased its SurgePays (SURG) stake by 16% in Q1 2026, buying an estimated $66.7K and bringing the position to 438,287 shares worth $329K. The position accounts for 0.24% of the portfolio, ranked #62.

Gaddis Premier Wealth Advisors first reported a position in SURG in Q4 2025 and has held it in 2 quarters since. The position peaked at $631K in Q4 2025. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Gaddis Premier Wealth Advisors held 438,287 shares of SurgePays worth $329K as of Q1 2026.
  • Gaddis Premier Wealth Advisors bought 60,363 SurgePays shares in Q1 2026, an estimated $66.7K.
  • SurgePays made up 0.24% of Gaddis Premier Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Gaddis Premier Wealth Advisors first reported a position in SurgePays in Q4 2025 and has held it in 2 quarters since.
  • Gaddis Premier Wealth Advisors's SurgePays position peaked at $631K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.