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Wealth Preservation Advisors’s TriNet TNET Stock Holding History

Wealth Preservation Advisors’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 		$3.21K Buy
+88
New +$4.2K ﹤0.01% 543

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

Wealth Preservation Advisors's TNET Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in TriNet (TNET) in Q1 2026: 88 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings.

246 funds tracked by Wall St. Rank hold TNET as of Q1 2026.

  • Wealth Preservation Advisors held 88 shares of TriNet worth $3.21K as of Q1 2026.
  • TriNet was a new Wealth Preservation Advisors position in Q1 2026.
  • TriNet made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #543 holding.
  • 246 funds tracked by Wall St. Rank held TriNet as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.