Cornerstone Planning Group
TNET icon

Cornerstone Planning Group’s TriNet TNET Stock Holding History

Cornerstone Planning Group’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 		– Sell
-21
Closed -$1.26K – 1562
2026
Q2 		$1.26K Buy
+21
New +$900 ﹤0.01% 1437
2026
Q1 		– Sell
-6
Closed -$348 – 1912
2025
Q4 		$348 Buy
+6
New +$356 ﹤0.01% 1585

Other funds holding TNET

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Cornerstone Planning Group's TNET Position: Q3 2026 in Review

Cornerstone Planning Group sold out of TriNet (TNET) in Q3 2026, closing a stake of 21 shares — an estimated $1.26K sold.

Cornerstone Planning Group first reported a position in TNET in Q4 2025 and held it in 2 quarters. The position peaked at $1.26K in Q2 2026. 38 funds tracked by Wall St. Rank hold TNET as of Q3 2026.

  • Cornerstone Planning Group reported no remaining TriNet position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 21 TriNet shares in Q3 2026, an estimated $1.26K.
  • Cornerstone Planning Group first reported a position in TriNet in Q4 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's TriNet position peaked at $1.26K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held TriNet as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.