LRI Investments’s TriNet TNET Stock Holding History

LRI Investments’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	$99	Buy	+2	New	+$86	﹤0.01%	1847
2025 Q1	–	Sell	-662	Closed	-$60.1K	–	1251
2024 Q4	$60.1K	Buy	662 +573	+644%	+$52.9K	0.01%	504
2024 Q3	$8.61K	Sell	89 -517	-85%	-$51.5K	﹤0.01%	811
2024 Q2	$60.6K	Buy	+606	New	+$67.5K	0.01%	460

Other funds holding TNET

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LRI Investments's TNET Position: Q2 2026 in Review

LRI Investments opened a new position in TriNet (TNET) in Q2 2026: 2 shares worth $99. The stake represents ﹤0.01% of the portfolio and ranks #1847 among its holdings. This is a return to the name: LRI Investments previously reported a position in TNET as recently as Q4 2024.

LRI Investments first reported a position in TNET in Q2 2024 and has held it in 4 quarters since. The position peaked at $60.6K in Q2 2024. 28 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

LRI Investments held 2 shares of TriNet worth $99 as of Q2 2026.
TriNet was a new LRI Investments position in Q2 2026.
TriNet made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1847 holding.
LRI Investments first reported a position in TriNet in Q2 2024 and has held it in 4 quarters since.
LRI Investments's TriNet position peaked at $60.6K in Q2 2024.
28 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.