Pinnacle Wealth Planning Services
TGTX icon

Pinnacle Wealth Planning Services’s TG Therapeutics TGTX Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$173K Buy
3,094
+29
+0.9% +$1.57K 0.02% 562
2026
Q2 		$168K Buy
3,065
+242
+9% +$9.9K 0.02% 604
2026
Q1 		$93.8K Buy
2,823
+834
+42% +$24.9K 0.01% 837
2025
Q4 		$59.3K Buy
+1,989
New +$65K 0.01% 1090
2021
Q1 		– Sell
-547
Closed -$28K – 1776
2020
Q4 		$28K Buy
+547
New +$18.5K 0.01% 1026

Other funds holding TGTX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pinnacle Wealth Planning Services's TGTX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its TG Therapeutics (TGTX) stake by 0.95% in Q3 2026, buying an estimated $1.57K and bringing the position to 3,094 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #562.

Pinnacle Wealth Planning Services first reported a position in TGTX in Q4 2020 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold TGTX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,094 shares of TG Therapeutics worth $173K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 29 TG Therapeutics shares in Q3 2026, an estimated $1.57K.
  • TG Therapeutics made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #562 holding.
  • Pinnacle Wealth Planning Services first reported a position in TG Therapeutics in Q4 2020 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held TG Therapeutics as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.