Phoenix Wealth Advisors’s Allogene Therapeutics ALLO Stock Holding History

Phoenix 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	$43.7K	Hold	21,000	–	–	0.01%	129
2026 Q1	$51.2K	Hold	21,000	–	–	0.02%	126
2025 Q4	$28.8K	Hold	21,000	–	–	0.01%	127
2025 Q3	$26K	Hold	21,000	–	–	0.01%	131
2025 Q2	$23.7K	Hold	21,000	–	–	0.01%	125
2025 Q1	$30.7K	Buy	21,000 +5,000	+31%	+$9.43K	0.01%	124
2024 Q4	$34.1K	Buy	16,000 +3,000	+23%	+$7.4K	0.01%	120
2024 Q3	$36.4K	Hold	13,000	–	–	0.02%	122
2024 Q2	$30.3K	Buy	+13,000	New	+$38.4K	0.02%	120

Other funds holding ALLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Phoenix Wealth Advisors held its Allogene Therapeutics (ALLO) position steady in Q2 2026 at 21,000 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #129.

Phoenix Wealth Advisors first reported a position in ALLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $51.2K in Q1 2026. 210 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

Phoenix Wealth Advisors held 21,000 shares of Allogene Therapeutics worth $43.7K as of Q2 2026.
Phoenix Wealth Advisors left its Allogene Therapeutics share count unchanged in Q2 2026.
Allogene Therapeutics made up 0.01% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Phoenix Wealth Advisors first reported a position in Allogene Therapeutics in Q2 2024 and has held it in 9 quarters since.
Phoenix Wealth Advisors's Allogene Therapeutics position peaked at $51.2K in Q1 2026.
210 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.