Geode Capital Management
SURG icon

Geode Capital Management’s SurgePays SURG Stock Holding History

Geode Capital 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
Q1 		$168K Buy
223,997
+58,958
+36% +$65.1K ﹤0.01% 3974
2025
Q4 		$276K Buy
165,039
+1,498
+0.9% +$3.34K ﹤0.01% 3806
2025
Q3 		$460K Hold
163,541
– – ﹤0.01% 3655
2025
Q2 		$510K Buy
163,541
+2,234
+1% +$6.18K ﹤0.01% 3544
2025
Q1 		$334K Buy
161,307
+5,192
+3% +$7.66K ﹤0.01% 3684
2024
Q4 		$278K Buy
156,115
+8,097
+5% +$14.3K ﹤0.01% 3792
2024
Q3 		$272K Buy
148,018
+15,039
+11% +$34.1K ﹤0.01% 3798
2024
Q2 		$424K Buy
132,979
+14,848
+13% +$56.1K ﹤0.01% 3628
2024
Q1 		$455K Buy
118,131
+9,975
+9% +$66.5K ﹤0.01% 3655
2023
Q4 		$698K Buy
108,156
+9,275
+9% +$49.4K ﹤0.01% 3484
2023
Q3 		$463K Sell
98,881
-5,108
-5% -$26.5K ﹤0.01% 3628
2023
Q2 		$760K Buy
103,989
+10,506
+11% +$62.6K ﹤0.01% 3461
2023
Q1 		$420K Buy
93,483
+3,128
+3% +$16.9K ﹤0.01% 3709
2022
Q4 		$592K Sell
90,355
-10,631
-11% -$64.2K ﹤0.01% 3587
2022
Q3 		$459K Buy
100,986
+15,782
+19% +$80.5K ﹤0.01% 3766
2022
Q2 		$411K Buy
85,204
+33,587
+65% +$142K ﹤0.01% 3870
2022
Q1 		$210K Buy
51,617
+25,412
+97% +$78.1K ﹤0.01% 4355
2021
Q4 		$52K Buy
+26,205
New +$67.2K ﹤0.01% 4854

Other funds holding SURG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 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

Geode Capital Management's SURG Position: Q1 2026 in Review

Geode Capital Management increased its SurgePays (SURG) stake by 36% in Q1 2026, buying an estimated $65.1K and bringing the position to 223,997 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #3974.

Geode Capital Management first reported a position in SURG in Q4 2021 and has held it in 18 quarters since. The position peaked at $760K in Q2 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Geode Capital Management held 223,997 shares of SurgePays worth $168K as of Q1 2026.
  • Geode Capital Management bought 58,958 SurgePays shares in Q1 2026, an estimated $65.1K.
  • SurgePays made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3974 holding.
  • Geode Capital Management first reported a position in SurgePays in Q4 2021 and has held it in 18 quarters since.
  • Geode Capital Management's SurgePays position peaked at $760K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.