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 Q2	$180	Buy	500 +400	+400%	+$221	﹤0.01%	9063
2026 Q1	$75	Sell	100 -1,200	-92%	-$1.33K	﹤0.01%	8888
2025 Q4	$2.17K	Sell	1,300 -900	-41%	-$2K	﹤0.01%	7810
2025 Q3	$6K	Buy	+2,200	New	+$6.24K	﹤0.01%	8238
2025 Q2	–	Sell	-900	Closed	-$1K	–	9703
2025 Q1	$1K	Buy	900 +100	+13%	+$148	﹤0.01%	8312
2024 Q4	$1K	Sell	800 -6,600	-89%	-$11.6K	﹤0.01%	8321
2024 Q3	$13K	Sell	7,400 -57,500	-89%	-$130K	﹤0.01%	7029
2024 Q2	$207K	Sell	64,900 -9,000	-12%	-$34K	﹤0.01%	4616
2024 Q1	$284K	Sell	73,900 -6,800	-8%	-$45.4K	﹤0.01%	4467
2023 Q4	$520K	Sell	80,700 -14,300	-15%	-$76.1K	﹤0.01%	3661
2023 Q3	$444K	Buy	95,000 +65,300	+220%	+$339K	﹤0.01%	3531
2023 Q2	$217K	Sell	29,700 -57,300	-66%	-$341K	﹤0.01%	4212
2023 Q1	$390K	Sell	87,000 -23,600	-21%	-$127K	﹤0.01%	3536
2022 Q4	$725K	Buy	110,600 +79,600	+257%	+$481K	﹤0.01%	2792
2022 Q3	$141K	Buy	31,000 +8,000	+35%	+$40.8K	﹤0.01%	5057
2022 Q2	$111K	Buy	+23,000	New	+$97K	﹤0.01%	5446

Other funds holding SURG

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simplex Trading's SURG Position: Q2 2026 in Review

Simplex Trading reduced its SurgePays (SURG) stake by 73% in Q2 2026, selling an estimated $44 and leaving 29 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #9147.

Simplex Trading first reported a position in SURG in Q2 2022 and has held it in 13 quarters since. The position peaked at $296K in Q1 2024. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Simplex Trading held 29 shares of SurgePays worth $10 as of Q2 2026.
Simplex Trading sold 80 SurgePays shares in Q2 2026, an estimated $44.
SurgePays made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #9147 holding.
Simplex Trading first reported a position in SurgePays in Q2 2022 and has held it in 13 quarters since.
Simplex Trading's SurgePays position peaked at $296K in Q1 2024.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.