Wealth Enhancement Advisory Services
TNET icon

Wealth Enhancement Advisory Services’s TriNet TNET Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$1.8M Buy
27,041
+9,467
+54% +$616K ﹤0.01% 1743
2026
Q2 		$976K Buy
17,574
+11,285
+179% +$484K ﹤0.01% 2086
2026
Q1 		$238K Buy
+6,289
New +$300K ﹤0.01% 2995
2025
Q4 		– Sell
-3,200
Closed -$207K – 3796
2025
Q3 		$207K Buy
+3,200
New +$218K ﹤0.01% 3112

Other funds holding TNET

Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's TNET Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its TriNet (TNET) stake by 54% in Q3 2026, buying an estimated $616K and bringing the position to 27,041 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Wealth Enhancement Advisory Services first reported a position in TNET in Q3 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold TNET as of Q3 2026.

  • Wealth Enhancement Advisory Services held 27,041 shares of TriNet worth $1.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 9,467 TriNet shares in Q3 2026, an estimated $616K.
  • TriNet made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1743 holding.
  • Wealth Enhancement Advisory Services first reported a position in TriNet in Q3 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held TriNet as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.