AWM
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AE Wealth Management’s TriNet TNET Stock Holding History

AE Wealth Management’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,160
Closed -$231K – 2370
2025
Q2 		$231K Buy
3,160
+541
+21% +$42.9K ﹤0.01% 1240
2025
Q1 		$208K Buy
+2,619
New +$217K ﹤0.01% 1264
2024
Q2 		– Sell
-1,525
Closed -$202K – 1279
2024
Q1 		$202K Sell
1,525
-12,236
-89% -$1.48M ﹤0.01% 1098
2023
Q4 		$1.59M Buy
+13,761
New +$1.57M 0.01% 982
2017
Q4 		– Sell
-39,029
Closed -$1.31M – 461
2017
Q3 		$1.31M Sell
39,029
-4,003
-9% -$140K 0.12% 113
2017
Q2 		$1.41M Buy
+43,032
New +$1.31M 0.17% 110

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

AE Wealth Management's TNET Position: Q3 2025 in Review

AE Wealth Management sold out of TriNet (TNET) in Q3 2025, closing a stake of 3,160 shares — an estimated $231K sold.

AE Wealth Management first reported a position in TNET in Q2 2017 and held it in 6 quarters. The position peaked at $1.59M in Q4 2023. 262 funds tracked by Wall St. Rank hold TNET as of Q3 2025.

  • AE Wealth Management reported no remaining TriNet position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 3,160 TriNet shares in Q3 2025, an estimated $231K.
  • AE Wealth Management first reported a position in TriNet in Q2 2017 and held it in 6 quarters.
  • AE Wealth Management's TriNet position peaked at $1.59M in Q4 2023.
  • 262 funds tracked by Wall St. Rank held TriNet as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.