Fortitude Family Office’s Allogene Therapeutics ALLO Stock Holding History

Fortitude Family Office’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	$1.67K	Hold	1,044	–	–	﹤0.01%	2077
2026 Q2	$2.17K	Sell	1,044 -185	-15%	-$406	﹤0.01%	1456
2026 Q1	$3K	Buy	1,229 +185	+18%	+$371	﹤0.01%	1127
2025 Q4	$1.43K	Buy	+1,044	New	+$1.38K	﹤0.01%	1313
2025 Q3	–	Sell	-747	Closed	-$844	–	1982
2025 Q2	$844	Buy	+747	New	+$993	﹤0.01%	1589

Other funds holding ALLO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Fortitude Family Office's ALLO Position: Q3 2026 in Review

Fortitude Family Office held its Allogene Therapeutics (ALLO) position steady in Q3 2026 at 1,044 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Fortitude Family Office first reported a position in ALLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3K in Q1 2026. 8 funds tracked by Wall St. Rank hold ALLO as of Q3 2026.

Fortitude Family Office held 1,044 shares of Allogene Therapeutics worth $1.67K as of Q3 2026.
Fortitude Family Office left its Allogene Therapeutics share count unchanged in Q3 2026.
Allogene Therapeutics made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2077 holding.
Fortitude Family Office first reported a position in Allogene Therapeutics in Q2 2025 and has held it in 5 quarters since.
Fortitude Family Office's Allogene Therapeutics position peaked at $3K in Q1 2026.
8 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.