Avion Wealth’s TriNet TNET Stock Holding History

Avion 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 Q3	$7K	Hold	119	–	–	﹤0.01%	698
2026 Q2	$5K	Sell	119 -560	-82%	-$24K	﹤0.01%	807
2026 Q1	$24K	Buy	679 +39	+6%	+$1.86K	0.01%	303
2025 Q4	$37K	Hold	640	–	–	0.01%	250
2025 Q3	$42K	Sell	640 -360	-36%	-$24.5K	0.01%	236
2025 Q2	$73K	Sell	1,000 -81	-7%	-$6.42K	0.02%	171
2025 Q1	$98K	Hold	1,081	–	–	0.03%	134
2024 Q4	$98K	Buy	1,081 +140	+15%	+$12.9K	0.03%	134
2024 Q3	$91K	Buy	941 +141	+18%	+$14K	0.02%	128
2024 Q2	$80K	Buy	800 +129	+19%	+$14.4K	0.02%	131
2024 Q1	$89K	Buy	671 +102	+18%	+$12.4K	0.02%	124
2023 Q4	$68K	Buy	569 +106	+23%	+$12.1K	0.02%	136
2023 Q3	$53K	Buy	463 +109	+31%	+$11.5K	0.02%	149
2023 Q2	$33K	Buy	354 +163	+85%	+$14.8K	0.01%	187
2023 Q1	$12K	Buy	191 +68	+55%	+$5.32K	﹤0.01%	254
2022 Q4	$8K	Hold	123	–	–	﹤0.01%	279
2022 Q3	$9K	Buy	123 +62	+102%	+$5.04K	﹤0.01%	277
2022 Q2	$5K	Buy	+61	New	+$5.1K	﹤0.01%	331

Other funds holding TNET

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Avion Wealth's TNET Position: Q3 2026 in Review

Avion Wealth held its TriNet (TNET) position steady in Q3 2026 at 119 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Avion Wealth first reported a position in TNET in Q2 2022 and has held it in 18 quarters since. The position peaked at $98K in Q1 2025. 143 funds tracked by Wall St. Rank hold TNET as of Q3 2026.

Avion Wealth held 119 shares of TriNet worth $7K as of Q3 2026.
Avion Wealth left its TriNet share count unchanged in Q3 2026.
TriNet made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #698 holding.
Avion Wealth first reported a position in TriNet in Q2 2022 and has held it in 18 quarters since.
Avion Wealth's TriNet position peaked at $98K in Q1 2025.
143 funds tracked by Wall St. Rank held TriNet as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.