Wealth Enhancement Advisory Services
ALLO icon

Wealth Enhancement Advisory Services’s Allogene Therapeutics ALLO Stock Holding History

Wealth Enhancement Advisory Services’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 		$137K Sell
68,551
-27,563
-29% -$60.5K ﹤0.01% 3719
2026
Q1 		$238K Buy
96,114
+40,531
+73% +$81.2K ﹤0.01% 2991
2025
Q4 		$78.4K Buy
55,583
+3,491
+7% +$4.61K ﹤0.01% 3479
2025
Q3 		$70.3K Buy
52,092
+33,356
+178% +$39.8K ﹤0.01% 3383
2025
Q2 		$22.3K Sell
18,736
-524
-3% -$696 ﹤0.01% 3294
2025
Q1 		$28.1K Buy
+19,260
New +$36.3K ﹤0.01% 2894

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HDA
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CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
GI
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TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return