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Geneos Wealth Management’s TriNet TNET Stock Holding History

Geneos Wealth Management’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
Q3 		– Sell
-144
Closed -$10.5K – 3136
2025
Q2 		$10.5K Sell
144
-288
-67% -$22.8K ﹤0.01% 2307
2025
Q1 		$34.2K Buy
432
+288
+200% +$23.9K ﹤0.01% 2100
2024
Q4 		$13.1K Hold
144
– – ﹤0.01% 1932
2024
Q3 		$14K Buy
+144
New +$14.3K ﹤0.01% 1701
2024
Q2 		– Sell
-7
Closed -$927 – 2176
2024
Q1 		$927 Buy
+7
New +$849 ﹤0.01% 2038

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Geneos Wealth Management's TNET Position: Q3 2025 in Review

Geneos Wealth Management sold out of TriNet (TNET) in Q3 2025, closing a stake of 144 shares — an estimated $10.5K sold.

Geneos Wealth Management first reported a position in TNET in Q1 2024 and held it in 5 quarters. The position peaked at $34.2K in Q1 2025. 262 funds tracked by Wall St. Rank hold TNET as of Q3 2025.

  • Geneos Wealth Management reported no remaining TriNet position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 144 TriNet shares in Q3 2025, an estimated $10.5K.
  • Geneos Wealth Management first reported a position in TriNet in Q1 2024 and held it in 5 quarters.
  • Geneos Wealth Management's TriNet position peaked at $34.2K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held TriNet as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.