EverSource Wealth Advisors’s Allogene Therapeutics ALLO Stock Holding History

EverSource Wealth Advisors’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	$11.2K	Sell	5,391 -980	-15%	-$2.15K	﹤0.01%	2839
2026 Q1	$15.5K	Buy	6,371 +2,652	+71%	+$5.32K	﹤0.01%	2658
2025 Q4	$5.09K	Buy	3,719 +1,768	+91%	+$2.33K	﹤0.01%	3112
2025 Q3	$2.42K	Buy	+1,951	New	+$2.33K	﹤0.01%	3459
2025 Q2	–	Sell	-774	Closed	-$1.13K	–	4252
2025 Q1	$1.13K	Buy	+774	New	+$1.46K	﹤0.01%	3189
2023 Q2	–	Sell	-652	Closed	-$3.22K	–	2496
2023 Q1	$3.22K	Buy	+652	New	+$4.18K	﹤0.01%	1788

Other funds holding ALLO

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

WCM

Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

RBI

Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

EverSource Wealth Advisors's ALLO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Allogene Therapeutics (ALLO) stake by 15% in Q2 2026, selling an estimated $2.15K and leaving 5,391 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

EverSource Wealth Advisors first reported a position in ALLO in Q1 2023 and has held it in 6 quarters since. The position peaked at $15.5K in Q1 2026. 57 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

EverSource Wealth Advisors held 5,391 shares of Allogene Therapeutics worth $11.2K as of Q2 2026.
EverSource Wealth Advisors sold 980 Allogene Therapeutics shares in Q2 2026, an estimated $2.15K.
Allogene Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2839 holding.
EverSource Wealth Advisors first reported a position in Allogene Therapeutics in Q1 2023 and has held it in 6 quarters since.
EverSource Wealth Advisors's Allogene Therapeutics position peaked at $15.5K in Q1 2026.
57 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.