Truvestments Capital’s SurgePays SURG Stock Holding History

Truvestments Capital’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	$1.18K	Hold	3,276	–	–	﹤0.01%	1045
2026 Q1	$2.46K	Sell	3,276 -2,613	-44%	-$2.89K	﹤0.01%	984
2025 Q4	$9.84K	Sell	5,889 -430	-7%	-$958	﹤0.01%	707
2025 Q3	$17.8K	Sell	6,319 -12,201	-66%	-$34.6K	﹤0.01%	620
2025 Q2	$57.6K	Sell	18,520 -850	-4%	-$2.35K	0.01%	374
2025 Q1	$40.1K	Sell	19,370 -82,632	-81%	-$122K	0.01%	436
2024 Q4	$182K	Buy	102,002 +17,056	+20%	+$30.1K	0.05%	225
2024 Q3	$156K	Buy	84,946 +15,956	+23%	+$36.2K	0.04%	238
2024 Q2	$220K	Buy	68,990 +10,867	+19%	+$41.1K	0.09%	198
2024 Q1	$224K	Buy	58,123 +56,527	+3,542%	+$377K	0.09%	201
2023 Q4	$10.3K	Buy	+1,596	New	+$8.5K	﹤0.01%	516

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

Truvestments Capital's SURG Position: Q2 2026 in Review

Truvestments Capital held its SurgePays (SURG) position steady in Q2 2026 at 3,276 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Truvestments Capital first reported a position in SURG in Q4 2023 and has held it in 11 quarters since. The position peaked at $224K in Q1 2024. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Truvestments Capital held 3,276 shares of SurgePays worth $1.18K as of Q2 2026.
Truvestments Capital left its SurgePays share count unchanged in Q2 2026.
SurgePays made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #1045 holding.
Truvestments Capital first reported a position in SurgePays in Q4 2023 and has held it in 11 quarters since.
Truvestments Capital's SurgePays position peaked at $224K in Q1 2024.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.