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 Q2	–	Sell	-88	Closed	-$3.21K	–	867
2026 Q1	$3.21K	Buy	+88	New	+$4.2K	﹤0.01%	543

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Preservation Advisors's TNET Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of TriNet (TNET) in Q2 2026, closing a stake of 88 shares — an estimated $3.21K sold.

Wealth Preservation Advisors first reported a position in TNET in Q1 2026 and held it in 1 quarter. The position peaked at $3.21K in Q1 2026. 279 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

Wealth Preservation Advisors reported no remaining TriNet position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 88 TriNet shares in Q2 2026, an estimated $3.21K.
Wealth Preservation Advisors first reported a position in TriNet in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's TriNet position peaked at $3.21K in Q1 2026.
279 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.