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Arcadia Investment Advisors’s Allogene Therapeutics ALLO Stock Holding History

Arcadia Investment Advisors’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42 Hold
20
– – ﹤0.01% 79
2026
Q1 		$49 Hold
20
– – ﹤0.01% 80
2025
Q4 		$28 Hold
20
– – ﹤0.01% 81
2025
Q3 		$25 Hold
20
– – ﹤0.01% 82
2025
Q2 		$23 Hold
20
– – ﹤0.01% 83
2025
Q1 		$30 Hold
20
– – ﹤0.01% 79
2024
Q4 		$43 Hold
20
– – ﹤0.01% 79
2024
Q3 		$56 Hold
20
– – ﹤0.01% 76
2024
Q2 		$47 Hold
20
– – ﹤0.01% 77
2024
Q1 		$90 Buy
+20
New +$83 ﹤0.01% 75

Other funds holding ALLO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HDA
Harold Davidson & Associates Los Angeles, California $231M AUM 35.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Arcadia Investment Advisors's ALLO Position: Q2 2026 in Review

Arcadia Investment Advisors held its Allogene Therapeutics (ALLO) position steady in Q2 2026 at 20 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #79.

Arcadia Investment Advisors first reported a position in ALLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $90 in Q1 2024. 8 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Arcadia Investment Advisors held 20 shares of Allogene Therapeutics worth $42 as of Q2 2026.
  • Arcadia Investment Advisors left its Allogene Therapeutics share count unchanged in Q2 2026.
  • Allogene Therapeutics made up ﹤0.01% of Arcadia Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Arcadia Investment Advisors first reported a position in Allogene Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • Arcadia Investment Advisors's Allogene Therapeutics position peaked at $90 in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.