BCM
ALLO icon

Bourgeon Capital Management’s Allogene Therapeutics ALLO Stock Holding History

Bourgeon Capital 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
Q3 		– Sell
-110,000
Closed -$124K – 111
2025
Q2 		$124K Buy
+110,000
New +$146K 0.02% 107
2025
Q1 		– Sell
-118,700
Closed -$253K – 107
2024
Q4 		$253K Sell
118,700
-23,880
-17% -$58.9K 0.05% 110
2024
Q3 		$399K Buy
142,580
+10,125
+8% +$27K 0.08% 84
2024
Q2 		$309K Buy
132,455
+75,255
+132% +$222K 0.06% 94
2024
Q1 		$256K Buy
57,200
+6,500
+13% +$27.1K 0.05% 101
2023
Q4 		$163K Sell
50,700
-11,000
-18% -$31.2K 0.04% 109
2023
Q3 		$196K Sell
61,700
-5,250
-8% -$23K 0.05% 95
2023
Q2 		$333K Buy
66,950
+39,000
+140% +$211K 0.08% 88
2023
Q1 		$138K Hold
27,950
– – 0.03% 104
2022
Q4 		$176K Buy
27,950
+17,000
+155% +$157K 0.04% 102
2022
Q3 		$118K Sell
10,950
-21,050
-66% -$286K 0.03% 104
2022
Q2 		$365K Buy
32,000
+5,500
+21% +$48.8K 0.1% 76
2022
Q1 		$241K Buy
26,500
+20,000
+308% +$208K 0.05% 90
2021
Q4 		$97K Sell
6,500
-25,225
-80% -$445K 0.02% 124
2021
Q3 		$815K Sell
31,725
-1,575
-5% -$37.4K 0.17% 67
2021
Q2 		$868K Buy
+33,300
New +$950K 0.19% 75
2021
Q1 		– Sell
-19,950
Closed -$504K – 274
2020
Q4 		$504K Buy
19,950
+11,350
+132% +$370K 0.12% 78
2020
Q3 		$324K Buy
8,600
+7,600
+760% +$287K 0.1% 76
2020
Q2 		$43K Sell
1,000
-1,250
-56% -$45.2K 0.02% 125
2020
Q1 		$44K Buy
2,250
+1,000
+80% +$23.8K 0.02% 112
2019
Q4 		$32K Buy
+1,250
New +$34.4K 0.02% 130

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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bourgeon Capital Management's ALLO Position: Q3 2025 in Review

Bourgeon Capital Management sold out of Allogene Therapeutics (ALLO) in Q3 2025, closing a stake of 110,000 shares — an estimated $124K sold.

Bourgeon Capital Management first reported a position in ALLO in Q4 2019 and held it in 21 quarters. The position peaked at $868K in Q2 2021. 170 funds tracked by Wall St. Rank hold ALLO as of Q3 2025.

  • Bourgeon Capital Management reported no remaining Allogene Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Bourgeon Capital Management sold 110,000 Allogene Therapeutics shares in Q3 2025, an estimated $124K.
  • Bourgeon Capital Management first reported a position in Allogene Therapeutics in Q4 2019 and held it in 21 quarters.
  • Bourgeon Capital Management's Allogene Therapeutics position peaked at $868K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2025.

Based on Bourgeon Capital Management's 13F filing for Q3 2025, filed 21 Oct 2025.