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 Q3	$33.6K	Hold	21,000	–	–	0.01%	131
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Patient Square Capital Menlo Park, California $627M AUM 115.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wildcat Capital Management New York $174M AUM 46.5% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Phoenix Wealth Advisors's ALLO Position: Q3 2026 in Review

Phoenix Wealth Advisors held its Allogene Therapeutics (ALLO) position steady in Q3 2026 at 21,000 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #131.

Phoenix Wealth Advisors first reported a position in ALLO in Q2 2024 and has held it in 10 quarters since. The position peaked at $51.2K in Q1 2026. 84 funds tracked by Wall St. Rank hold ALLO as of Q3 2026.

Phoenix Wealth Advisors held 21,000 shares of Allogene Therapeutics worth $33.6K as of Q3 2026.
Phoenix Wealth Advisors left its Allogene Therapeutics share count unchanged in Q3 2026.
Allogene Therapeutics made up 0.01% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #131 holding.
Phoenix Wealth Advisors first reported a position in Allogene Therapeutics in Q2 2024 and has held it in 10 quarters since.
Phoenix Wealth Advisors's Allogene Therapeutics position peaked at $51.2K in Q1 2026.
84 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.