Position in ALLO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$51,240
+$22,470 QoQ
Shares Held
21,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Phoenix Wealth Advisors holds $222,114 across 2 Biotechnology names. ALLO ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYTX |
Kyverna Therapeutics, Inc.
|
19,800 | $170,874 | |
| 2 | ALLO |
Allogene Therapeutics, Inc.
This page
|
21,000 | $51,240 |
All Filings in ALLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,240 | 21,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $28,770 | 21,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $26,040 | 21,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $23,730 | 21,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $30,660 | 21,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,080 | 16,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $36,400 | 13,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $30,290 | 13,000 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||