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Equibles

Creative Planning

Position in ALLO — Allogene Therapeutics, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to ALLO Full portfolio

Position in ALLO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$886,988
-$3,145 QoQ
Shares Held
426,437
+16.9% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 209 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in ALLO Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Creative Planning holds $457,365,908 across 219 Biotechnology names. ALLO ranks #89 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRTX
Vertex Pharmaceuticals Inc / Ma
 127,672 $63,418,511
2 REGN
Regeneron Pharmaceuticals, Inc.
 36,949 $23,039,178
3 EXEL
Exelixis, Inc.
 270,292 $14,706,586
4 INCY
Incyte Corp
 110,664 $12,544,870
5 CYTK
Cytokinetics Inc
 141,939 $12,091,783
6 RVMD
Revolution Medicines, Inc.
 64,120 $12,008,393
7 ARGX
Argenx SE
 12,744 $11,823,500
8 BMRN
Biomarin Pharmaceutical Inc
 153,161 $8,763,872

All Filings in ALLO

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $886,988 426,437
2026-03-31 $890,133 364,809
2025-12-31 $374,536 273,384
2025-09-30 $66,501 53,630
2025-06-30 $75,420 66,744
2025-03-31 $141,701 97,056
2024-12-31 $114,050 53,545
2024-09-30 $171,908 61,396
2024-06-30 $68,529 29,412
2024-03-31 $140,009 31,322
2023-12-31 $90,875 28,310
2023-09-30 $106,514 33,601
2023-03-31 $133,380 27,000
2022-12-31 $193,845 30,818
2022-09-30 $331,830 30,725
2022-06-30 $350,128 30,713
2022-03-31 $233,216 25,600
2021-12-31 $382,936 25,666
2021-09-30 $657,920 25,600
2021-06-30 $667,648 25,600
2021-03-31 $894,890 25,351
2020-12-31 $656,240 26,000
2020-09-30 $986,116 26,150
2020-06-30 $1,136,871 26,550
2020-03-31 $505,440 26,000