Phoenix Wealth Advisors
- SEC CIK
- 0001842362
- Latest filing
- Jul 31, 2026
ALLO holding history
Allogene Therapeutics, Inc. in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ALLO overviewAll 13F holders of ALLOFull Q2 2026 holdings
- Shares (Q2 2026)
- 21,000
- Value
- $43.7K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,000 | $43.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 21,000 | $51.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 21,000 | $28.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 21,000 | $26.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 21,000 | $23.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 21,000 | $30.7K | <0.1% | +5,000+31.3% | Added | Holders |
| Q4 2024 | 16,000 | $34.1K | <0.1% | +3,000+23.1% | Added | Holders |
| Q3 2024 | 13,000 | $36.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 13,000 | $30.3K | <0.1% | +13,000 | New | Holders |