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Physician Wealth Advisors’s Allogene Therapeutics ALLO Stock Holding History

Physician 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 		$936 Hold
450
– – ﹤0.01% 1870
2026
Q1 		$1.1K Hold
450
– – ﹤0.01% 1627
2025
Q4 		$617 Sell
450
-405
-47% -$534 ﹤0.01% 1777
2025
Q3 		$1.06K Sell
855
-422
-33% -$503 ﹤0.01% 1537
2025
Q2 		$1.44K Buy
1,277
+660
+107% +$877 ﹤0.01% 1182
2025
Q1 		$901 Buy
617
+296
+92% +$558 ﹤0.01% 1159
2024
Q4 		$684 Buy
+321
New +$792 ﹤0.01% 1043

Other funds holding ALLO

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HDA
Harold Davidson & Associates Los Angeles, California $231M AUM 35.6% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Physician Wealth Advisors held its Allogene Therapeutics (ALLO) position steady in Q2 2026 at 450 shares worth $936. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Physician Wealth Advisors first reported a position in ALLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44K in Q2 2025. 40 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Physician Wealth Advisors held 450 shares of Allogene Therapeutics worth $936 as of Q2 2026.
  • Physician Wealth Advisors left its Allogene Therapeutics share count unchanged in Q2 2026.
  • Allogene Therapeutics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1870 holding.
  • Physician Wealth Advisors first reported a position in Allogene Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Allogene Therapeutics position peaked at $1.44K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.