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Mark Sheptoff Financial Planning’s TG Therapeutics TGTX Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q4 		– Sell
-300
Closed -$10.8K – 526
2025
Q3 		$10.8K Hold
300
– – 0.01% 337
2025
Q2 		$10.8K Hold
300
– – 0.01% 328
2025
Q1 		$11.8K Buy
+300
New +$10.1K 0.01% 302

Other funds holding TGTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Mark Sheptoff Financial Planning's TGTX Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of TG Therapeutics (TGTX) in Q4 2025, closing a stake of 300 shares — an estimated $10.8K sold.

Mark Sheptoff Financial Planning first reported a position in TGTX in Q1 2025 and held it in 3 quarters. The position peaked at $11.8K in Q1 2025. 352 funds tracked by Wall St. Rank hold TGTX as of Q4 2025.

  • Mark Sheptoff Financial Planning reported no remaining TG Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 TG Therapeutics shares in Q4 2025, an estimated $10.8K.
  • Mark Sheptoff Financial Planning first reported a position in TG Therapeutics in Q1 2025 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's TG Therapeutics position peaked at $11.8K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held TG Therapeutics as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.