Simplex Trading
SURG icon

Simplex Trading’s SurgePays SURG Stock Holding History

Simplex Trading’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 		$7.06K Buy
47,106
+47,077
+162,334% +$11.2K ﹤0.01% 7872
2026
Q2 		$10 Sell
29
-80
-73% -$44 ﹤0.01% 9147
2026
Q1 		$81 Sell
109
-703
-87% -$777 ﹤0.01% 8885
2025
Q4 		$1.36K Sell
812
-11,722
-94% -$26.1K ﹤0.01% 7953
2025
Q3 		$35K Sell
12,534
-3,293
-21% -$9.34K ﹤0.01% 6824
2025
Q2 		$49K Sell
15,827
-2,870
-15% -$7.94K ﹤0.01% 5943
2025
Q1 		$38K Buy
18,697
+14,773
+376% +$21.8K ﹤0.01% 6057
2024
Q4 		$6K Sell
3,924
-4,084
-51% -$7.2K ﹤0.01% 7539
2024
Q3 		$14K Sell
8,008
-9,471
-54% -$21.5K ﹤0.01% 6972
2024
Q2 		$55K Sell
17,479
-59,618
-77% -$225K ﹤0.01% 5992
2024
Q1 		$296K Buy
+77,097
New +$514K ﹤0.01% 4413
2023
Q1 		– Sell
-24,467
Closed -$132K – 10098
2022
Q4 		$160K Buy
24,467
+3,265
+15% +$19.7K ﹤0.01% 4509
2022
Q3 		$96K Buy
21,202
+16,918
+395% +$86.3K ﹤0.01% 5594
2022
Q2 		$20K Buy
+4,284
New +$18.1K ﹤0.01% 7630

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
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
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

Simplex Trading's SURG Position: Q3 2026 in Review

Simplex Trading increased its SurgePays (SURG) stake by 162,334% in Q3 2026, buying an estimated $11.2K and bringing the position to 47,106 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #7872.

Simplex Trading first reported a position in SURG in Q2 2022 and has held it in 14 quarters since. The position peaked at $296K in Q1 2024. 9 funds tracked by Wall St. Rank hold SURG as of Q3 2026.

  • Simplex Trading held 47,106 shares of SurgePays worth $7.06K as of Q3 2026.
  • Simplex Trading bought 47,077 SurgePays shares in Q3 2026, an estimated $11.2K.
  • SurgePays made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #7872 holding.
  • Simplex Trading first reported a position in SurgePays in Q2 2022 and has held it in 14 quarters since.
  • Simplex Trading's SurgePays position peaked at $296K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held SurgePays as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.