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CFG Wealth Management Services’s Allogene Therapeutics ALLO Stock Holding History

CFG Wealth Management Services’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 		$122K Hold
40,000
– – 0.11% 62
2026
Q1 		$122K Buy
+40,000
New +$80.2K 0.11% 68

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TGA
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CFG Wealth Management Services's ALLO Position: Q2 2026 in Review

CFG Wealth Management Services held its Allogene Therapeutics (ALLO) position steady in Q2 2026 at 40,000 shares worth $122K. The position accounts for 0.11% of the portfolio, ranked #62.

CFG Wealth Management Services first reported a position in ALLO in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • CFG Wealth Management Services held 40,000 shares of Allogene Therapeutics worth $122K as of Q2 2026.
  • CFG Wealth Management Services left its Allogene Therapeutics share count unchanged in Q2 2026.
  • Allogene Therapeutics made up 0.11% of CFG Wealth Management Services's portfolio in Q2 2026, its #62 holding.
  • CFG Wealth Management Services first reported a position in Allogene Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.