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
2025 Q4	–	Sell	-5,300	Closed	-$14K	–	10011
2025 Q3	$14K	Sell	5,300 -15,900	-75%	-$45.1K	﹤0.01%	7665
2025 Q2	$65K	Buy	21,200 +17,700	+506%	+$49K	﹤0.01%	5663
2025 Q1	$7K	Buy	+3,500	New	+$5.17K	﹤0.01%	7367
2024 Q4	–	Sell	-1,500	Closed	-$2K	–	9587
2024 Q3	$2K	Sell	1,500 -13,800	-90%	-$31.3K	﹤0.01%	8079
2024 Q2	$48K	Sell	15,300 -76,900	-83%	-$291K	﹤0.01%	6141
2024 Q1	$354K	Buy	92,200 +88,900	+2,694%	+$593K	﹤0.01%	4211
2023 Q4	$21K	Sell	3,300 -1,400	-30%	-$7.45K	﹤0.01%	6902
2023 Q3	$21K	Buy	4,700 +4,100	+683%	+$21.3K	﹤0.01%	6591
2023 Q2	$4K	Buy	600 +200	+50%	+$1.19K	﹤0.01%	8096
2023 Q1	$1K	Sell	400 -3,600	-90%	-$19.4K	﹤0.01%	8776
2022 Q4	$26K	Buy	4,000 +200	+5%	+$1.21K	﹤0.01%	6620
2022 Q3	$17K	Buy	+3,800	New	+$19.4K	﹤0.01%	7704

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.