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Farther Finance Advisors’s Allogene Therapeutics ALLO Stock Holding History

Farther Finance 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
Q3 		$1.25K Sell
780
-1,319
-63% -$2.51K ﹤0.01% 5526
2026
Q2 		$4.4K Buy
2,099
+498
+31% +$1.09K ﹤0.01% 4865
2026
Q1 		$4.1K Buy
1,601
+821
+105% +$1.65K ﹤0.01% 4591
2025
Q4 		$1.07K Buy
780
+620
+388% +$818 ﹤0.01% 4892
2025
Q3 		$198 Hold
160
– – ﹤0.01% 4717
2025
Q2 		$181 Hold
160
– – ﹤0.01% 4225
2025
Q1 		$219 Hold
160
– – ﹤0.01% 3937
2024
Q4 		$341 Hold
160
– – ﹤0.01% 3523
2024
Q3 		$448 Hold
160
– – ﹤0.01% 3456
2024
Q2 		$373 Sell
160
-102
-39% -$301 ﹤0.01% 3340
2024
Q1 		$1.15K Sell
262
-56
-18% -$234 ﹤0.01% 2713
2023
Q4 		$1.02K Buy
+318
New +$902 ﹤0.01% 2722

Other funds holding ALLO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Farther Finance Advisors's ALLO Position: Q3 2026 in Review

Farther Finance Advisors reduced its Allogene Therapeutics (ALLO) stake by 63% in Q3 2026, selling an estimated $2.51K and leaving 780 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #5526.

Farther Finance Advisors first reported a position in ALLO in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.4K in Q2 2026. 6 funds tracked by Wall St. Rank hold ALLO as of Q3 2026.

  • Farther Finance Advisors held 780 shares of Allogene Therapeutics worth $1.25K as of Q3 2026.
  • Farther Finance Advisors sold 1,319 Allogene Therapeutics shares in Q3 2026, an estimated $2.51K.
  • Allogene Therapeutics made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5526 holding.
  • Farther Finance Advisors first reported a position in Allogene Therapeutics in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Allogene Therapeutics position peaked at $4.4K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.