Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TG Therapeutics TGTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TGTX Stock Details TGTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Buy
6,742
+4,802
+248% +$143K ﹤0.01% 2639
2025
Q4 		$58K Buy
1,940
+248
+15% +$8.1K ﹤0.01% 3491
2025
Q3 		$61K Sell
1,692
-472
-22% -$15.5K ﹤0.01% 3365
2025
Q2 		$78K Buy
2,164
+79
+4% +$2.94K ﹤0.01% 2928
2025
Q1 		$82K Buy
2,085
+290
+16% +$9.76K ﹤0.01% 2589
2024
Q4 		$54K Buy
1,795
+558
+45% +$16K ﹤0.01% 2748
2024
Q3 		$29K Sell
1,237
-11,619
-90% -$254K ﹤0.01% 3130
2024
Q2 		$229K Buy
12,856
+173
+1% +$2.76K ﹤0.01% 1520
2024
Q1 		$193K Buy
12,683
+465
+4% +$7.41K ﹤0.01% 1534
2023
Q4 		$209K Buy
12,218
+12
+0.1% +$139 ﹤0.01% 1407
2023
Q3 		$102K Sell
12,206
-24
-0.2% -$335 ﹤0.01% 1622
2023
Q2 		$304K Buy
12,230
+50
+0.4% +$1.29K ﹤0.01% 1102
2023
Q1 		$183K Hold
12,180
– – ﹤0.01% 1231
2022
Q4 		$144K Hold
12,180
– – ﹤0.01% 1230
2022
Q3 		$72K Hold
12,180
– – ﹤0.01% 1491
2022
Q2 		$52K Buy
12,180
+11,935
+4,871% +$74.5K ﹤0.01% 1615
2022
Q1 		$2K Buy
+245
New +$2.83K ﹤0.01% 3230

Other funds holding TGTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TGTX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TG Therapeutics (TGTX) stake by 248% in Q1 2026, buying an estimated $143K and bringing the position to 6,742 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Carson Wealth (CWM LLC) first reported a position in TGTX in Q1 2022 and has held it in 17 quarters since. The position peaked at $304K in Q2 2023. 364 funds tracked by Wall St. Rank hold TGTX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,742 shares of TG Therapeutics worth $224K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,802 TG Therapeutics shares in Q1 2026, an estimated $143K.
  • TG Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2639 holding.
  • Carson Wealth (CWM LLC) first reported a position in TG Therapeutics in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s TG Therapeutics position peaked at $304K in Q2 2023.
  • 364 funds tracked by Wall St. Rank held TG Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.