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

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
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
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

Wealth Enhancement Advisory Services's ALLO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Allogene Therapeutics (ALLO) stake by 29% in Q2 2026, selling an estimated $60.5K and leaving 68,551 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Wealth Enhancement Advisory Services first reported a position in ALLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $238K in Q1 2026. 8 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 68,551 shares of Allogene Therapeutics worth $137K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 27,563 Allogene Therapeutics shares in Q2 2026, an estimated $60.5K.
  • Allogene Therapeutics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3719 holding.
  • Wealth Enhancement Advisory Services first reported a position in Allogene Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Allogene Therapeutics position peaked at $238K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.