Valeo Financial Advisors’s TG Therapeutics TGTX Stock Holding History

Valeo Financial Advisors’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 Q2	$331K	Buy	+6,033	New	+$247K	0.01%	589
2025 Q2	–	Sell	-13,003	Closed	-$513K	–	818
2025 Q1	$513K	Sell	13,003 -529	-4%	-$17.8K	0.01%	410
2024 Q4	$407K	Buy	13,532 +3,309	+32%	+$95K	0.01%	458
2024 Q3	$239K	Buy	+10,223	New	+$223K	0.01%	600
2024 Q2	–	Sell	-43,344	Closed	-$606K	–	719
2024 Q1	$606K	Sell	43,344 -19,956	-32%	-$318K	0.02%	320
2023 Q4	$1.08M	Buy	63,300 +1,500	+2%	+$17.4K	0.04%	213
2023 Q3	$517K	Buy	61,800 +1,500	+2%	+$20.9K	0.02%	323
2023 Q2	$1.5M	Sell	60,300 -5,000	-8%	-$129K	0.07%	153
2023 Q1	$982K	Sell	65,300 -3,500	-5%	-$53.2K	0.05%	216
2022 Q4	$814K	Buy	68,800 +35,900	+109%	+$261K	0.04%	212
2022 Q3	$195K	Sell	32,900 -9,100	-22%	-$59.7K	0.01%	446
2022 Q2	$178K	Buy	42,000 +24,900	+146%	+$155K	0.01%	442
2022 Q1	$163K	Sell	17,100 -5,500	-24%	-$63.7K	0.01%	559
2021 Q4	$429K	Buy	22,600 +6,400	+40%	+$166K	0.02%	343
2021 Q3	$539K	Buy	+16,200	New	+$501K	0.03%	280
2021 Q2	–	Sell	-1,000	Closed	-$48K	–	1701
2021 Q1	$48K	Buy	1,000 +500	+100%	+$24K	﹤0.01%	891
2020 Q4	$26K	Hold	500	–	–	﹤0.01%	965
2020 Q3	$13K	Buy	+500	New	+$11.5K	﹤0.01%	1027

Other funds holding TGTX

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return