Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Allogene Therapeutics ALLO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$359K Buy
147,157
+84,419
+135% +$169K ﹤0.01% 2266
2025
Q4 		$86K Sell
62,738
-1,594
-2% -$2.1K ﹤0.01% 3181
2025
Q3 		$80K Buy
64,332
+55,926
+665% +$66.7K ﹤0.01% 3151
2025
Q2 		$9K Buy
8,406
+4,244
+102% +$5.64K ﹤0.01% 4332
2025
Q1 		$6K Buy
4,162
+4,092
+5,846% +$7.71K ﹤0.01% 4333
2024
Q4 		$0 Sell
70
-315
-82% -$777 ﹤0.01% 4885
2024
Q3 		$1K Buy
385
+324
+531% +$864 ﹤0.01% 4500
2024
Q2 		$0 Buy
+61
New +$180 ﹤0.01% 4562
2023
Q3 		– Sell
-27
Closed – – 4154
2023
Q2 		$0 Buy
+27
New +$146 ﹤0.01% 4149
2023
Q1 		– Sell
-18
Closed – – 4017
2022
Q4 		$0 Sell
18
-22
-55% -$204 ﹤0.01% 3948
2022
Q3 		$0 Buy
+40
New +$544 ﹤0.01% 3877
2022
Q2 		– Sell
-215
Closed -$2K – 3753
2022
Q1 		$2K Buy
215
+201
+1,436% +$2.09K ﹤0.01% 3125
2021
Q4 		$0 Buy
+14
New +$247 ﹤0.01% 3475

Other funds holding ALLO

P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALLO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Allogene Therapeutics (ALLO) stake by 135% in Q1 2026, buying an estimated $169K and bringing the position to 147,157 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Carson Wealth (CWM LLC) first reported a position in ALLO in Q4 2021 and has held it in 13 quarters since. 209 funds tracked by Wall St. Rank hold ALLO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 147,157 shares of Allogene Therapeutics worth $359K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 84,419 Allogene Therapeutics shares in Q1 2026, an estimated $169K.
  • Allogene Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2266 holding.
  • Carson Wealth (CWM LLC) first reported a position in Allogene Therapeutics in Q4 2021 and has held it in 13 quarters since.
  • 209 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.