TWD
ALLO icon

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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HDA
Harold Davidson & Associates Los Angeles, California $231M AUM 35.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return