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 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

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's ALLO Position: Q1 2026 in Review

Phoenix Wealth Advisors held its Allogene Therapeutics (ALLO) position steady in Q1 2026 at 21,000 shares worth $51.2K. The position accounts for 0.02% of the portfolio, ranked #126.

Phoenix Wealth Advisors first reported a position in ALLO in Q2 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold ALLO as of Q1 2026.

Phoenix Wealth Advisors held 21,000 shares of Allogene Therapeutics worth $51.2K as of Q1 2026.
Phoenix Wealth Advisors left its Allogene Therapeutics share count unchanged in Q1 2026.
Allogene Therapeutics made up 0.02% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #126 holding.
Phoenix Wealth Advisors first reported a position in Allogene Therapeutics in Q2 2024 and has held it in 8 quarters since.
208 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.