TC
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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
Geode Capital Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Truvestments Capital's SURG Position: Q1 2026 in Review

Truvestments Capital reduced its SurgePays (SURG) stake by 44% in Q1 2026, selling an estimated $2.89K and leaving 3,276 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Truvestments Capital first reported a position in SURG in Q4 2023 and has held it in 10 quarters since. The position peaked at $224K in Q1 2024. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Truvestments Capital held 3,276 shares of SurgePays worth $2.46K as of Q1 2026.
  • Truvestments Capital sold 2,613 SurgePays shares in Q1 2026, an estimated $2.89K.
  • SurgePays made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #984 holding.
  • Truvestments Capital first reported a position in SurgePays in Q4 2023 and has held it in 10 quarters since.
  • Truvestments Capital's SurgePays position peaked at $224K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.