KWM
TNET icon

Kaydan Wealth Management’s TriNet TNET Stock Holding History

Kaydan 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
2026
Q1 		– Sell
-4,211
Closed -$249K – 117
2025
Q4 		$249K Hold
4,211
– – 0.07% 101
2025
Q3 		$282K Hold
4,211
– – 0.08% 94
2025
Q2 		$308K Hold
4,211
– – 0.1% 84
2025
Q1 		$334K Hold
4,211
– – 0.11% 80
2024
Q4 		$382K Hold
4,211
– – 0.13% 72
2024
Q3 		$408K Sell
4,211
-15
-0.4% -$1.49K 0.12% 70
2024
Q2 		$423K Sell
4,226
-13
-0.3% -$1.45K 0.15% 69
2024
Q1 		$562K Sell
4,239
-14
-0.3% -$1.7K 0.19% 51
2023
Q4 		$506K Sell
4,253
-14
-0.3% -$1.6K 0.21% 52
2023
Q3 		$497K Sell
4,267
-14
-0.3% -$1.48K 0.2% 51
2023
Q2 		$407K Hold
4,281
– – 0.17% 62
2023
Q1 		$345K Buy
+4,281
New +$335K 0.14% 68

Other funds holding TNET

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