Allied Private Wealth’s TriNet TNET Stock Holding History

Allied Private Wealth’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
2026 Q2	$990	Buy	+18	New	+$772	﹤0.01%	810

Other funds holding TNET

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return