Creative Planning
TNET icon

Creative Planning’s TriNet TNET Stock Holding History

Creative Planning’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 		$7.45M Buy
150,454
+75,375
+100% +$3.23M ﹤0.01% 1097
2026
Q1 		$2.74M Buy
75,079
+53,731
+252% +$2.57M ﹤0.01% 1658
2025
Q4 		$1.26M Buy
21,348
+4,594
+27% +$273K ﹤0.01% 2099
2025
Q3 		$1.12M Buy
16,754
+4,818
+40% +$328K ﹤0.01% 2006
2025
Q2 		$873K Sell
11,936
-164
-1% -$13K ﹤0.01% 1971
2025
Q1 		$959K Buy
12,100
+4,746
+65% +$394K ﹤0.01% 1755
2024
Q4 		$668K Buy
7,354
+2,898
+65% +$268K ﹤0.01% 1962
2024
Q3 		$432K Buy
4,456
+899
+25% +$89.5K ﹤0.01% 2234
2024
Q2 		$356K Buy
3,557
+1,362
+62% +$152K ﹤0.01% 2220
2024
Q1 		$291K Buy
+2,195
New +$266K ﹤0.01% 2276
2017
Q3 		– Sell
-165
Closed -$5K – 3555
2017
Q2 		$5K Buy
165
+60
+57% +$1.83K ﹤0.01% 4005
2017
Q1 		$3K Buy
+105
New +$2.81K ﹤0.01% 4187
2016
Q4 		– Sell
-2,000
Closed -$43K – 4832
2016
Q3 		$43K Hold
2,000
– – ﹤0.01% 2487
2016
Q2 		$42K Hold
2,000
– – ﹤0.01% 2271
2016
Q1 		$29K Buy
+2,000
New +$28.4K ﹤0.01% 2489
2015
Q2 		– Sell
-100
Closed -$4K – 2849
2015
Q1 		$4K Sell
100
-500
-83% -$17.2K ﹤0.01% 3657
2014
Q4 		$19K Buy
600
+500
+500% +$14.7K ﹤0.01% 2705
2014
Q3 		$3K Buy
+100
New +$2.58K ﹤0.01% 3541

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

Creative Planning's TNET Position: Q2 2026 in Review

Creative Planning increased its TriNet (TNET) stake by 100% in Q2 2026, buying an estimated $3.23M and bringing the position to 150,454 shares worth $7.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Creative Planning first reported a position in TNET in Q3 2014 and has held it in 18 quarters since. 280 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

  • Creative Planning held 150,454 shares of TriNet worth $7.45M as of Q2 2026.
  • Creative Planning bought 75,375 TriNet shares in Q2 2026, an estimated $3.23M.
  • TriNet made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1097 holding.
  • Creative Planning first reported a position in TriNet in Q3 2014 and has held it in 18 quarters since.
  • 280 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.