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True Wealth Design’s Allogene Therapeutics ALLO Stock Holding History

True Wealth Design’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 		$785 Sell
377
-432
-53% -$949 ﹤0.01% 2070
2026
Q1 		$1.97K Buy
809
+481
+147% +$964 ﹤0.01% 1545
2025
Q4 		$450 Buy
328
+112
+52% +$148 ﹤0.01% 1980
2025
Q3 		$268 Buy
+216
New +$258 ﹤0.01% 2228

Other funds holding ALLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

True Wealth Design's ALLO Position: Q2 2026 in Review

True Wealth Design reduced its Allogene Therapeutics (ALLO) stake by 53% in Q2 2026, selling an estimated $949 and leaving 377 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

True Wealth Design first reported a position in ALLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.97K in Q1 2026. 209 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • True Wealth Design held 377 shares of Allogene Therapeutics worth $785 as of Q2 2026.
  • True Wealth Design sold 432 Allogene Therapeutics shares in Q2 2026, an estimated $949.
  • Allogene Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2070 holding.
  • True Wealth Design first reported a position in Allogene Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Allogene Therapeutics position peaked at $1.97K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.