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	$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

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 $162M AUM 30.64% 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.