Covestor’s TriNet TNET Stock Holding History

Covestor’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	$28K	Sell	772 -388	-33%	-$18.5K	0.02%	991
2025 Q4	$69K	Sell	1,160 -122	-10%	-$7.25K	0.04%	772
2025 Q3	$86K	Buy	1,282 +1,027	+403%	+$69.8K	0.05%	661
2025 Q2	$19K	Buy	255 +1	+0.4%	+$79	0.01%	1277
2025 Q1	$20K	Buy	254 +151	+147%	+$12.5K	0.01%	1208
2024 Q4	$9K	Buy	103 +3	+3%	+$277	0.01%	1613
2024 Q3	$10K	Sell	100 -78	-44%	-$7.77K	0.01%	1586
2024 Q2	$18K	Sell	178 -2	-1%	-$223	0.01%	1245
2024 Q1	$24K	Sell	180 -95	-35%	-$11.5K	0.02%	1160
2023 Q4	$33K	Sell	275 -36	-12%	-$4.12K	0.02%	1015
2023 Q3	$36K	Sell	311 -130	-29%	-$13.7K	0.03%	902
2023 Q2	$42K	Sell	441 -179	-29%	-$16.3K	0.03%	854
2023 Q1	$50K	Sell	620 -214	-26%	-$16.8K	0.04%	709
2022 Q4	$57K	Buy	834 +19	+2%	+$1.31K	0.05%	677
2022 Q3	$58K	Buy	815 +437	+116%	+$35.6K	0.05%	639
2022 Q2	$29K	Buy	378 +148	+64%	+$12.4K	0.02%	906
2022 Q1	$23K	Buy	230 +100	+77%	+$8.84K	0.02%	1034
2021 Q4	$12K	Buy	+130	New	+$13K	0.02%	981

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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