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Wealthspire Advisors (New York)’s TriNet TNET Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-4
Closed -$268 – 2734
2025
Q3 		$268 Buy
+4
New +$272 ﹤0.01% 2909

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BlackRock
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Massachusetts Financial Services
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Wealthspire Advisors (New York)'s TNET Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of TriNet (TNET) in Q4 2025, closing a stake of 4 shares — an estimated $268 sold.

Wealthspire Advisors (New York) first reported a position in TNET in Q3 2025 and held it in 1 quarter. The position peaked at $268 in Q3 2025. 261 funds tracked by Wall St. Rank hold TNET as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining TriNet position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4 TriNet shares in Q4 2025, an estimated $268.
  • Wealthspire Advisors (New York) first reported a position in TriNet in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s TriNet position peaked at $268 in Q3 2025.
  • 261 funds tracked by Wall St. Rank held TriNet as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.