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Merit Financial Group’s Allogene Therapeutics ALLO Stock Holding History

Merit Financial Group’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 		– Sell
-13,158
Closed -$32.1K – 2363
2026
Q1 		$32.1K Buy
+13,158
New +$26.4K ﹤0.01% 2082

Other funds holding ALLO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HDA
Harold Davidson & Associates Los Angeles, California $231M AUM 35.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Merit Financial Group's ALLO Position: Q2 2026 in Review

Merit Financial Group sold out of Allogene Therapeutics (ALLO) in Q2 2026, closing a stake of 13,158 shares — an estimated $32.1K sold.

Merit Financial Group first reported a position in ALLO in Q1 2026 and held it in 1 quarter. The position peaked at $32.1K in Q1 2026. 10 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Merit Financial Group reported no remaining Allogene Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 13,158 Allogene Therapeutics shares in Q2 2026, an estimated $32.1K.
  • Merit Financial Group first reported a position in Allogene Therapeutics in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's Allogene Therapeutics position peaked at $32.1K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.