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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Simplex Trading's SURG Position: Q1 2026 in Review

Simplex Trading reduced its SurgePays (SURG) stake by 87% in Q1 2026, selling an estimated $777 and leaving 109 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #8885.

Simplex Trading first reported a position in SURG in Q2 2022 and has held it in 12 quarters since. The position peaked at $296K in Q1 2024. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

Simplex Trading held 109 shares of SurgePays worth $81 as of Q1 2026.
Simplex Trading sold 703 SurgePays shares in Q1 2026, an estimated $777.
SurgePays made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8885 holding.
Simplex Trading first reported a position in SurgePays in Q2 2022 and has held it in 12 quarters since.
Simplex Trading's SurgePays position peaked at $296K in Q1 2024.
33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.