CFG Wealth Management Services, Inc.
Position in ALLO — Allogene Therapeutics, Inc.
CIK 2133547
INDIANAPOLIS, XX
Position in ALLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$83,200
-$14,400 QoQ
Shares Held
40,000
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
7.03%
of 13F equity value
Holder Rank
#127
of 207 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026CFG Wealth Management Services, Inc. holds $83,200 across 1 Biotechnology name. ALLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLO |
Allogene Therapeutics, Inc.
This page
|
40,000 | $83,200 |
All Filings in ALLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,200 | 40,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $97,600 | 40,000 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||