Geode Capital Management’s SurgePays SURG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
163,541
+2,234
+1% +$6.97K ﹤0.01% 3544
2025
Q1
$334K Buy
161,307
+5,192
+3% +$10.7K ﹤0.01% 3684
2024
Q4
$278K Buy
156,115
+8,097
+5% +$14.4K ﹤0.01% 3792
2024
Q3
$272K Buy
148,018
+15,039
+11% +$27.7K ﹤0.01% 3798
2024
Q2
$424K Buy
132,979
+14,848
+13% +$47.4K ﹤0.01% 3628
2024
Q1
$455K Buy
118,131
+9,975
+9% +$38.4K ﹤0.01% 3655
2023
Q4
$698K Buy
108,156
+9,275
+9% +$59.8K ﹤0.01% 3484
2023
Q3
$463K Sell
98,881
-5,108
-5% -$23.9K ﹤0.01% 3628
2023
Q2
$760K Buy
103,989
+10,506
+11% +$76.8K ﹤0.01% 3461
2023
Q1
$420K Buy
93,483
+3,128
+3% +$14K ﹤0.01% 3709
2022
Q4
$592K Sell
90,355
-10,631
-11% -$69.7K ﹤0.01% 3587
2022
Q3
$459K Buy
100,986
+15,782
+19% +$71.7K ﹤0.01% 3766
2022
Q2
$411K Buy
85,204
+33,587
+65% +$162K ﹤0.01% 3870
2022
Q1
$210K Buy
51,617
+25,412
+97% +$103K ﹤0.01% 4355
2021
Q4
$52K Buy
+26,205
New +$52K ﹤0.01% 4854