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
Q3 		$22.2K Sell
147,606
-21,041
-12% -$5.03K ﹤0.01% 4303
2026
Q2 		$60.9K Sell
168,647
-55,350
-25% -$30.6K ﹤0.01% 4201
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

Gaddis Premier Wealth Advisors
Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return
Millennium Capital Advisors
Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Tableaux
Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Geode Capital Management's SURG Position: Q3 2026 in Review

Geode Capital Management reduced its SurgePays (SURG) stake by 12% in Q3 2026, selling an estimated $5.03K and leaving 147,606 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4303.

Geode Capital Management first reported a position in SURG in Q4 2021 and has held it in 20 quarters since. The position peaked at $760K in Q2 2023. 13 funds tracked by Wall St. Rank hold SURG as of Q3 2026.

  • Geode Capital Management held 147,606 shares of SurgePays worth $22.2K as of Q3 2026.
  • Geode Capital Management sold 21,041 SurgePays shares in Q3 2026, an estimated $5.03K.
  • SurgePays made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #4303 holding.
  • Geode Capital Management first reported a position in SurgePays in Q4 2021 and has held it in 20 quarters since.
  • Geode Capital Management's SurgePays position peaked at $760K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held SurgePays as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.