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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
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

AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avion Wealth's TNET Position: Q2 2026 in Review

Avion Wealth reduced its TriNet (TNET) stake by 82% in Q2 2026, selling an estimated $24K and leaving 119 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Avion Wealth first reported a position in TNET in Q2 2022 and has held it in 17 quarters since. The position peaked at $98K in Q1 2025. 280 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

  • Avion Wealth held 119 shares of TriNet worth $5K as of Q2 2026.
  • Avion Wealth sold 560 TriNet shares in Q2 2026, an estimated $24K.
  • TriNet made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #807 holding.
  • Avion Wealth first reported a position in TriNet in Q2 2022 and has held it in 17 quarters since.
  • Avion Wealth's TriNet position peaked at $98K in Q1 2025.
  • 280 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.