Carson Wealth (CWM LLC)
TNET icon

Carson Wealth (CWM LLC)’s TriNet TNET Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$444K Buy
12,190
+9,434
+342% +$450K ﹤0.01% 2100
2025
Q4 		$163K Buy
2,756
+508
+23% +$30.2K ﹤0.01% 2728
2025
Q3 		$150K Buy
2,248
+1,666
+286% +$113K ﹤0.01% 2671
2025
Q2 		$43K Buy
582
+340
+140% +$26.9K ﹤0.01% 3403
2025
Q1 		$19K Buy
242
+71
+42% +$5.89K ﹤0.01% 3723
2024
Q4 		$16K Buy
171
+5
+3% +$462 ﹤0.01% 3608
2024
Q3 		$16K Sell
166
-1
-0.6% -$100 ﹤0.01% 3522
2024
Q2 		$17K Buy
167
+29
+21% +$3.23K ﹤0.01% 3238
2024
Q1 		$18K Hold
138
– – ﹤0.01% 2988
2023
Q4 		$16K Hold
138
– – ﹤0.01% 2926
2023
Q3 		$16K Buy
138
+1
+0.7% +$105 ﹤0.01% 2851
2023
Q2 		$13K Sell
137
-7
-5% -$637 ﹤0.01% 2941
2023
Q1 		$12K Hold
144
– – ﹤0.01% 2866
2022
Q4 		$10K Buy
144
+60
+71% +$4.14K ﹤0.01% 2814
2022
Q3 		$6K Hold
84
– – ﹤0.01% 3008
2022
Q2 		$7K Buy
84
+12
+17% +$1K ﹤0.01% 2832
2022
Q1 		$7K Buy
72
+16
+29% +$1.41K ﹤0.01% 2705
2021
Q4 		$5K Buy
+56
New +$5.59K ﹤0.01% 2766
2021
Q2 		$4K Hold
56
– – ﹤0.01% 2472
2021
Q1 		$4K Hold
56
– – ﹤0.01% 2472
2020
Q4 		$4K Hold
56
– – ﹤0.01% 2471
2020
Q3 		$4K Hold
56
– – ﹤0.01% 2471
2020
Q2 		$4K Hold
56
– – ﹤0.01% 2471
2020
Q1 		$4K Hold
56
– – ﹤0.01% 2471
2019
Q4 		$4K Hold
56
– – ﹤0.01% 2470
2019
Q3 		$4K Hold
56
– – ﹤0.01% 2470
2019
Q2 		$4K Hold
56
– – ﹤0.01% 2469
2019
Q1 		$4K Buy
56
+24
+75% +$1.27K ﹤0.01% 2466
2018
Q4 		$1K Hold
32
– – ﹤0.01% 1997
2018
Q3 		$2K Buy
32
+1
+3% +$56 ﹤0.01% 1570
2018
Q2 		$2K Buy
+31
New +$1.63K ﹤0.01% 1428

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TNET Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TriNet (TNET) stake by 342% in Q1 2026, buying an estimated $450K and bringing the position to 12,190 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Carson Wealth (CWM LLC) first reported a position in TNET in Q2 2018 and has held it in 31 quarters since. 246 funds tracked by Wall St. Rank hold TNET as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,190 shares of TriNet worth $444K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,434 TriNet shares in Q1 2026, an estimated $450K.
  • TriNet made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2100 holding.
  • Carson Wealth (CWM LLC) first reported a position in TriNet in Q2 2018 and has held it in 31 quarters since.
  • 246 funds tracked by Wall St. Rank held TriNet as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.