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 Q3	$25.5K	Hold	408	–	–	0.01%	739
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

True Wealth Design's TNET Position: Q3 2026 in Review

True Wealth Design held its TriNet (TNET) position steady in Q3 2026 at 408 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #739.

True Wealth Design first reported a position in TNET in Q1 2025 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold TNET as of Q3 2026.

True Wealth Design held 408 shares of TriNet worth $25.5K as of Q3 2026.
True Wealth Design left its TriNet share count unchanged in Q3 2026.
TriNet made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #739 holding.
True Wealth Design first reported a position in TriNet in Q1 2025 and has held it in 7 quarters since.
143 funds tracked by Wall St. Rank held TriNet as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.