CWC
TNET icon

Carolinas Wealth Consulting’s TriNet TNET Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-17
Closed -$1.35K – 855
2025
Q1 		$1.35K Hold
17
– – ﹤0.01% 873
2024
Q4 		$1.54K Sell
17
-3
-15% -$277 ﹤0.01% 875
2024
Q3 		$1.94K Hold
20
– – ﹤0.01% 825
2024
Q2 		$2K Sell
20
-3
-13% -$334 ﹤0.01% 796
2024
Q1 		$3.05K Buy
23
+5
+28% +$607 ﹤0.01% 722
2023
Q4 		$2.14K Sell
18
-1
-5% -$114 ﹤0.01% 730
2023
Q3 		$1.95K Sell
19
-15
-44% -$1.58K ﹤0.01% 750
2023
Q2 		$3.23K Buy
+34
New +$3.09K ﹤0.01% 749

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Carolinas Wealth Consulting's TNET Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of TriNet (TNET) in Q2 2025, closing a stake of 17 shares — an estimated $1.35K sold.

Carolinas Wealth Consulting first reported a position in TNET in Q2 2023 and held it in 8 quarters. The position peaked at $3.23K in Q2 2023. 256 funds tracked by Wall St. Rank hold TNET as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining TriNet position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 17 TriNet shares in Q2 2025, an estimated $1.35K.
  • Carolinas Wealth Consulting first reported a position in TriNet in Q2 2023 and held it in 8 quarters.
  • Carolinas Wealth Consulting's TriNet position peaked at $3.23K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held TriNet as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.