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Axxcess Wealth Management’s Allogene Therapeutics ALLO Stock Holding History

Axxcess Wealth Management’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
2025
Q4 		– Sell
-10,208
Closed -$12.7K – 1046
2025
Q3 		$12.7K Sell
10,208
-330
-3% -$393 ﹤0.01% 924
2025
Q2 		$11.9K Hold
10,538
– – ﹤0.01% 880
2025
Q1 		$15.4K Hold
10,538
– – ﹤0.01% 844
2024
Q4 		$22.4K Buy
10,538
+347
+3% +$856 ﹤0.01% 850
2024
Q3 		$28.5K Sell
10,191
-248
-2% -$661 ﹤0.01% 882
2024
Q2 		$24.3K Sell
10,439
-243
-2% -$717 ﹤0.01% 838
2024
Q1 		$47.7K Buy
10,682
+5
+0% +$21 ﹤0.01% 858
2023
Q4 		$34.3K Buy
+10,677
New +$30.3K ﹤0.01% 820

Other funds holding ALLO

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Axxcess Wealth Management's ALLO Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Allogene Therapeutics (ALLO) in Q4 2025, closing a stake of 10,208 shares — an estimated $12.7K sold.

Axxcess Wealth Management first reported a position in ALLO in Q4 2023 and held it in 8 quarters. The position peaked at $47.7K in Q1 2024. 172 funds tracked by Wall St. Rank hold ALLO as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Allogene Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,208 Allogene Therapeutics shares in Q4 2025, an estimated $12.7K.
  • Axxcess Wealth Management first reported a position in Allogene Therapeutics in Q4 2023 and held it in 8 quarters.
  • Axxcess Wealth Management's Allogene Therapeutics position peaked at $47.7K in Q1 2024.
  • 172 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.