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Pinnacle Wealth Planning Services’s TriNet TNET Stock Holding History

Pinnacle Wealth Planning Services’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 		$984 Sell
27
-181
-87% -$8.64K ﹤0.01% 2556
2025
Q4 		$12.3K Buy
+208
New +$12.4K ﹤0.01% 1931
2021
Q1 		– Sell
-283
Closed -$23K – 1794
2020
Q4 		$23K Buy
+283
New +$20.9K 0.01% 1105

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

Pinnacle Wealth Planning Services's TNET Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its TriNet (TNET) stake by 87% in Q1 2026, selling an estimated $8.64K and leaving 27 shares worth $984. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Pinnacle Wealth Planning Services first reported a position in TNET in Q4 2020 and has held it in 3 quarters since. The position peaked at $23K in Q4 2020. 246 funds tracked by Wall St. Rank hold TNET as of Q1 2026.

  • Pinnacle Wealth Planning Services held 27 shares of TriNet worth $984 as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 181 TriNet shares in Q1 2026, an estimated $8.64K.
  • TriNet made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2556 holding.
  • Pinnacle Wealth Planning Services first reported a position in TriNet in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's TriNet position peaked at $23K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held TriNet as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.