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
2022 Q1	–	Sell	-1,000	Closed	-$19K	–	687
2021 Q4	$19K	Sell	1,000 -500	-33%	-$13K	﹤0.01%	582
2021 Q3	$50K	Buy	+1,500	New	+$46.4K	﹤0.01%	555
2021 Q2	–	Sell	-1,500	Closed	-$72K	–	1695
2021 Q1	$72K	Hold	1,500	–	–	﹤0.01%	731
2020 Q4	$78K	Buy	1,500 +1,000	+200%	+$33.8K	﹤0.01%	641
2020 Q3	$13K	Buy	+500	New	+$11.5K	﹤0.01%	1026

Other funds holding TGTX

CAM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ACM

ACT Capital Management Wayne, Pennsylvania $153M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Valeo Financial Advisors's TGTX Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in TG Therapeutics (TGTX) in Q2 2026: 6,033 shares worth $331K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in TGTX as recently as Q1 2025.

Valeo Financial Advisors first reported a position in TGTX in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.5M in Q2 2023. 142 funds tracked by Wall St. Rank hold TGTX as of Q2 2026.

Valeo Financial Advisors held 6,033 shares of TG Therapeutics worth $331K as of Q2 2026.
TG Therapeutics was a new Valeo Financial Advisors position in Q2 2026.
TG Therapeutics made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #589 holding.
Valeo Financial Advisors first reported a position in TG Therapeutics in Q3 2020 and has held it in 18 quarters since.
Valeo Financial Advisors's TG Therapeutics position peaked at $1.5M in Q2 2023.
142 funds tracked by Wall St. Rank held TG Therapeutics as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.