True Wealth Design’s TriNet TNET Stock Holding History

True Wealth Design’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	$20.2K	Buy	408 +265	+185%	+$11.4K	﹤0.01%	804
2026 Q1	$5.21K	Buy	143 +138	+2,760%	+$6.59K	﹤0.01%	1196
2025 Q4	$296	Sell	5 -87	-95%	-$5.17K	﹤0.01%	2127
2025 Q3	$6.15K	Buy	92 +76	+475%	+$5.17K	﹤0.01%	1003
2025 Q2	$1.17K	Buy	16 +1	+7%	+$79	﹤0.01%	1407
2025 Q1	$1.19K	Buy	+15	New	+$1.25K	﹤0.01%	1204

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's TNET Position: Q2 2026 in Review

True Wealth Design increased its TriNet (TNET) stake by 185% in Q2 2026, buying an estimated $11.4K and bringing the position to 408 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

True Wealth Design first reported a position in TNET in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

True Wealth Design held 408 shares of TriNet worth $20.2K as of Q2 2026.
True Wealth Design bought 265 TriNet shares in Q2 2026, an estimated $11.4K.
TriNet made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #804 holding.
True Wealth Design first reported a position in TriNet in Q1 2025 and has held it in 6 quarters since.
19 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.