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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
Q2 		$158K Hold
438,287
– – 0.1% 97
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gaddis Premier Wealth Advisors's SURG Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors held its SurgePays (SURG) position steady in Q2 2026 at 438,287 shares worth $158K. The position accounts for 0.1% of the portfolio, ranked #97.

Gaddis Premier Wealth Advisors first reported a position in SURG in Q4 2025 and has held it in 3 quarters since. The position peaked at $631K in Q4 2025. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Gaddis Premier Wealth Advisors held 438,287 shares of SurgePays worth $158K as of Q2 2026.
  • Gaddis Premier Wealth Advisors left its SurgePays share count unchanged in Q2 2026.
  • SurgePays made up 0.1% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Gaddis Premier Wealth Advisors first reported a position in SurgePays in Q4 2025 and has held it in 3 quarters since.
  • Gaddis Premier Wealth Advisors's SurgePays position peaked at $631K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.