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Creative Planning ALLO Position History
Allogene Therapeutics, Inc. • Healthcare
Quarters held
8
Latest value
$704K
Q3 2026
Peak value
$858K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $67K |
| Q4 2025 | $375K |
| Q1 2026 | $35K |
| Q1 2026 | $855K |
| Q2 2026 | $29K |
| Q2 2026 | $858K |
| Q3 2026 | $22K |
| Q3 2026 | $704K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $704K | 439.8K | — | — |
| Q3 2026 | $22K | 14.0K | — | — |
| Q2 2026 | $858K | 412.7K | — | — |
| Q2 2026 | $29K | 13.8K | — | — |
| Q1 2026 | $855K | 350.3K | — | — |
| Q1 2026 | $35K | 14.5K | — | — |
| Q4 2025 | $375K | 273.4K | — | — |
| Q3 2025 | $67K | 53.6K | — | — |