BWP
ALLO icon

Baldwin Wealth Partners’s Allogene Therapeutics ALLO Stock Holding History

Baldwin Wealth Partners’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
Q3 		$16K Buy
+10,000
New +$19K ﹤0.01% 234

Other funds holding ALLO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Baldwin Wealth Partners's ALLO Position: Q3 2026 in Review

Baldwin Wealth Partners opened a new position in Allogene Therapeutics (ALLO) in Q3 2026: 10,000 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #234 among its holdings.

6 funds tracked by Wall St. Rank hold ALLO as of Q3 2026.

  • Baldwin Wealth Partners held 10,000 shares of Allogene Therapeutics worth $16K as of Q3 2026.
  • Allogene Therapeutics was a new Baldwin Wealth Partners position in Q3 2026.
  • Allogene Therapeutics made up ﹤0.01% of Baldwin Wealth Partners's portfolio in Q3 2026, its #234 holding.
  • 6 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.