Root Financial Partners
TGTX icon

Root Financial Partners’s TG Therapeutics TGTX Stock Holding History

Root Financial Partners’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 		$18.2K Buy
+327
New +$17.7K ﹤0.01% 1603
2026
Q2 		– Sell
-91
Closed -$3.02K – 2905
2026
Q1 		$3.02K Buy
91
+42
+86% +$1.25K ﹤0.01% 2154
2025
Q4 		$1.46K Buy
49
+43
+717% +$1.4K ﹤0.01% 2039
2025
Q3 		$217 Buy
+6
New +$198 ﹤0.01% 2206

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

Root Financial Partners's TGTX Position: Q3 2026 in Review

Root Financial Partners opened a new position in TG Therapeutics (TGTX) in Q3 2026: 327 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #1603 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TGTX as recently as Q1 2026.

Root Financial Partners first reported a position in TGTX in Q3 2025 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold TGTX as of Q3 2026.

  • Root Financial Partners held 327 shares of TG Therapeutics worth $18.2K as of Q3 2026.
  • TG Therapeutics was a new Root Financial Partners position in Q3 2026.
  • TG Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1603 holding.
  • Root Financial Partners first reported a position in TG Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held TG Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.