Cherry Tree Wealth Management, LLC
Position in ALSN — Allison Transmission Holdings Inc
CIK 1985414
MINNETONKA, MN
Position in ALSN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,980
+$652 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALSN Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $17,491 across 2 Auto Parts names. ALSN ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
4 | $13,511 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
This page
|
34 | $3,980 |
All Filings in ALSN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,980 | 34 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,328 | 34 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,885 | 34 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $3,229 | 34 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,252 | 34 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||