Wealth Effects’s TG Therapeutics TGTX Stock Holding History

Wealth Effects’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	$604K	Sell	11,000 -1,000	-8%	-$40.9K	0.16%	112
2026 Q1	$399K	Hold	12,000	–	–	0.14%	133
2025 Q4	$358K	Hold	12,000	–	–	0.11%	137
2025 Q3	$434K	Buy	12,000 +1,000	+9%	+$32.9K	0.14%	121
2025 Q2	$396K	Sell	11,000 -500	-4%	-$18.6K	0.15%	117
2025 Q1	$453K	Sell	11,500 -3,000	-21%	-$101K	0.19%	106
2024 Q4	$436K	Hold	14,500	–	–	0.16%	117
2024 Q3	$339K	Sell	14,500 -2,000	-12%	-$43.7K	0.12%	148
2024 Q2	$294K	Hold	16,500	–	–	0.11%	150
2024 Q1	$251K	Buy	16,500 +2,500	+18%	+$39.8K	0.09%	172
2023 Q4	$239K	Sell	14,000 -1,500	-10%	-$17.4K	0.09%	185
2023 Q3	$130K	Buy	+15,500	New	+$216K	0.06%	177

Other funds holding TGTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CAM

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

Wealth Effects's TGTX Position: Q2 2026 in Review

Wealth Effects reduced its TG Therapeutics (TGTX) stake by 8.3% in Q2 2026, selling an estimated $40.9K and leaving 11,000 shares worth $604K. The position accounts for 0.16% of the portfolio, ranked #112.

Wealth Effects first reported a position in TGTX in Q3 2023 and has held it in 12 quarters since. 429 funds tracked by Wall St. Rank hold TGTX as of Q2 2026.

Wealth Effects held 11,000 shares of TG Therapeutics worth $604K as of Q2 2026.
Wealth Effects sold 1,000 TG Therapeutics shares in Q2 2026, an estimated $40.9K.
TG Therapeutics made up 0.16% of Wealth Effects's portfolio in Q2 2026, its #112 holding.
Wealth Effects first reported a position in TG Therapeutics in Q3 2023 and has held it in 12 quarters since.
429 funds tracked by Wall St. Rank held TG Therapeutics as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.