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Physician Wealth Advisors’s TriNet TNET Stock Holding History

Physician Wealth Advisors’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
-8
Closed -$474 – 2231
2025
Q4 		$474 Buy
8
+1
+14% +$59 ﹤0.01% 1912
2025
Q3 		$469 Hold
7
– – ﹤0.01% 1836
2025
Q2 		$512 Sell
7
-1
-13% -$79 ﹤0.01% 1704
2025
Q1 		$634 Buy
+8
New +$664 ﹤0.01% 1323

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Physician Wealth Advisors's TNET Position: Q1 2026 in Review

Physician Wealth Advisors sold out of TriNet (TNET) in Q1 2026, closing a stake of 8 shares — an estimated $474 sold.

Physician Wealth Advisors first reported a position in TNET in Q1 2025 and held it in 4 quarters. The position peaked at $634 in Q1 2025. 246 funds tracked by Wall St. Rank hold TNET as of Q1 2026.

  • Physician Wealth Advisors reported no remaining TriNet position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 8 TriNet shares in Q1 2026, an estimated $474.
  • Physician Wealth Advisors first reported a position in TriNet in Q1 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's TriNet position peaked at $634 in Q1 2025.
  • 246 funds tracked by Wall St. Rank held TriNet as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.