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Private Wealth Management Group’s TriNet TNET Stock Holding History

Private Wealth Management Group’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 		$1.71K Buy
+47
New +$2.24K ﹤0.01% 1131
2025
Q2 		– Sell
-20
Closed -$1.58K – 1598
2025
Q1 		$1.58K Hold
20
– – ﹤0.01% 1133
2024
Q4 		$1.82K Buy
+20
New +$1.85K ﹤0.01% 1115

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

Private Wealth Management Group's TNET Position: Q1 2026 in Review

Private Wealth Management Group opened a new position in TriNet (TNET) in Q1 2026: 47 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in TNET as recently as Q1 2025.

Private Wealth Management Group first reported a position in TNET in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.82K in Q4 2024. 246 funds tracked by Wall St. Rank hold TNET as of Q1 2026.

  • Private Wealth Management Group held 47 shares of TriNet worth $1.71K as of Q1 2026.
  • TriNet was a new Private Wealth Management Group position in Q1 2026.
  • TriNet made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1131 holding.
  • Private Wealth Management Group first reported a position in TriNet in Q4 2024 and has held it in 3 quarters since.
  • Private Wealth Management Group's TriNet position peaked at $1.82K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held TriNet as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.