Creative Planning
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Creative Planning’s Allogene Therapeutics ALLO Stock Holding History

Creative Planning’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 		$887K Buy
426,437
+61,628
+17% +$135K ﹤0.01% 2740
2026
Q1 		$890K Buy
364,809
+91,425
+33% +$183K ﹤0.01% 2552
2025
Q4 		$375K Buy
273,384
+219,754
+410% +$290K ﹤0.01% 3083
2025
Q3 		$66.5K Sell
53,630
-13,114
-20% -$15.6K ﹤0.01% 3731
2025
Q2 		$75.4K Sell
66,744
-30,312
-31% -$40.3K ﹤0.01% 3468
2025
Q1 		$142K Buy
97,056
+43,511
+81% +$82K ﹤0.01% 3176
2024
Q4 		$114K Sell
53,545
-7,851
-13% -$19.4K ﹤0.01% 3133
2024
Q3 		$172K Buy
61,396
+31,984
+109% +$85.3K ﹤0.01% 2892
2024
Q2 		$68.5K Sell
29,412
-1,910
-6% -$5.63K ﹤0.01% 2895
2024
Q1 		$140K Buy
31,322
+3,012
+11% +$12.6K ﹤0.01% 2643
2023
Q4 		$90.9K Sell
28,310
-5,291
-16% -$15K ﹤0.01% 2585
2023
Q3 		$107K Buy
+33,601
New +$147K ﹤0.01% 2388
2023
Q2 		– Sell
-27,000
Closed -$133K – 2653
2023
Q1 		$133K Sell
27,000
-3,818
-12% -$24.5K ﹤0.01% 2210
2022
Q4 		$194K Buy
30,818
+93
+0.3% +$861 ﹤0.01% 2025
2022
Q3 		$332K Buy
30,725
+12
+0% +$163 ﹤0.01% 1584
2022
Q2 		$350K Buy
30,713
+5,113
+20% +$45.4K ﹤0.01% 1510
2022
Q1 		$233K Sell
25,600
-66
-0.3% -$687 ﹤0.01% 1797
2021
Q4 		$383K Buy
25,666
+66
+0.3% +$1.17K ﹤0.01% 1468
2021
Q3 		$658K Hold
25,600
– – ﹤0.01% 1149
2021
Q2 		$668K Buy
25,600
+249
+1% +$7.1K ﹤0.01% 1115
2021
Q1 		$895K Sell
25,351
-649
-2% -$21.9K ﹤0.01% 1086
2020
Q4 		$656K Sell
26,000
-150
-0.6% -$4.89K ﹤0.01% 1157
2020
Q3 		$986K Sell
26,150
-400
-2% -$15.1K ﹤0.01% 808
2020
Q2 		$1.14M Buy
26,550
+550
+2% +$19.9K ﹤0.01% 702
2020
Q1 		$505K Hold
26,000
– – ﹤0.01% 938
2019
Q4 		$675K Hold
26,000
– – ﹤0.01% 963
2019
Q3 		$709K Buy
26,000
+1,000
+4% +$28.5K ﹤0.01% 902
2019
Q2 		$671K Hold
25,000
– – ﹤0.01% 923
2019
Q1 		$723K Buy
25,000
+4,800
+24% +$139K ﹤0.01% 862
2018
Q4 		$544K Buy
+20,200
New +$537K ﹤0.01% 923

Other funds holding ALLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning's ALLO Position: Q2 2026 in Review

Creative Planning increased its Allogene Therapeutics (ALLO) stake by 17% in Q2 2026, buying an estimated $135K and bringing the position to 426,437 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Creative Planning first reported a position in ALLO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.14M in Q2 2020. 210 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Creative Planning held 426,437 shares of Allogene Therapeutics worth $887K as of Q2 2026.
  • Creative Planning bought 61,628 Allogene Therapeutics shares in Q2 2026, an estimated $135K.
  • Allogene Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2740 holding.
  • Creative Planning first reported a position in Allogene Therapeutics in Q4 2018 and has held it in 30 quarters since.
  • Creative Planning's Allogene Therapeutics position peaked at $1.14M in Q2 2020.
  • 210 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.