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Gerber LLC’s SurgePays SURG Stock Holding History

Gerber LLC’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 		– Sell
-13,400
Closed -$10.1K – 101
2026
Q1 		$10.1K Hold
13,400
– – 0.01% 86
2025
Q4 		$22.4K Hold
13,400
– – 0.01% 85
2025
Q3 		$37.7K Buy
+13,400
New +$38K 0.02% 83

Other funds holding SURG

MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Gerber LLC's SURG Position: Q2 2026 in Review

Gerber LLC sold out of SurgePays (SURG) in Q2 2026, closing a stake of 13,400 shares — an estimated $10.1K sold.

Gerber LLC first reported a position in SURG in Q3 2025 and held it in 3 quarters. The position peaked at $37.7K in Q3 2025. 5 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Gerber LLC reported no remaining SurgePays position as of Q2 2026 after selling out during the quarter.
  • Gerber LLC sold 13,400 SurgePays shares in Q2 2026, an estimated $10.1K.
  • Gerber LLC first reported a position in SurgePays in Q3 2025 and held it in 3 quarters.
  • Gerber LLC's SurgePays position peaked at $37.7K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.