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West Oak Capital’s Allogene Therapeutics ALLO Stock Holding History

West Oak Capital’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
2025
Q3 		$1 Hold
100
– – ﹤0.01% 265
2025
Q2 		$1 Hold
100
– – ﹤0.01% 293
2025
Q1 		$1 Hold
100
– – ﹤0.01% 297
2024
Q4 		$2K Hold
100
– – ﹤0.01% 295
2024
Q3 		$3 Hold
100
– – ﹤0.01% 298
2024
Q2 		$233 Hold
100
– – ﹤0.01% 314
2024
Q1 		$0 Hold
100
– – ﹤0.01% 299
2023
Q4 		$0 Hold
100
– – ﹤0.01% 305
2023
Q3 		$0 Hold
100
– – ﹤0.01% 303
2023
Q2 		$497 Hold
100
– – ﹤0.01% 306
2023
Q1 		$494 Hold
100
– – ﹤0.01% 306
2022
Q4 		$1K Hold
100
– – ﹤0.01% 268
2022
Q3 		$1K Hold
100
– – ﹤0.01% 308
2022
Q2 		$1K Hold
100
– – ﹤0.01% 306
2022
Q1 		$1K Hold
100
– – ﹤0.01% 330
2021
Q4 		$1K Buy
+100
New +$1.76K ﹤0.01% 332

Other funds holding ALLO

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

West Oak Capital's ALLO Position: Q3 2025 in Review

West Oak Capital held its Allogene Therapeutics (ALLO) position steady in Q3 2025 at 100 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #265.

West Oak Capital first reported a position in ALLO in Q4 2021 and has held it in 16 quarters since. The position peaked at $2K in Q4 2024. 170 funds tracked by Wall St. Rank hold ALLO as of Q3 2025.

  • West Oak Capital held 100 shares of Allogene Therapeutics worth $1 as of Q3 2025.
  • West Oak Capital left its Allogene Therapeutics share count unchanged in Q3 2025.
  • Allogene Therapeutics made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #265 holding.
  • West Oak Capital first reported a position in Allogene Therapeutics in Q4 2021 and has held it in 16 quarters since.
  • West Oak Capital's Allogene Therapeutics position peaked at $2K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.