Y-Intercept (HK)’s TriNet TNET Stock Holding History

Y-Intercept (HK)’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	$3.5M	Buy	70,738 +11,100	+19%	+$476K	0.07%	414
2026 Q1	$2.17M	Buy	59,638 +26,099	+78%	+$1.25M	0.04%	674
2025 Q4	$1.98M	Buy	+33,539	New	+$1.99M	0.04%	629
2025 Q3	–	Sell	-15,011	Closed	-$1.1M	–	2051
2025 Q2	$1.1M	Buy	+15,011	New	+$1.19M	0.03%	889
2025 Q1	–	Sell	-5,732	Closed	-$520K	–	1610
2024 Q4	$520K	Buy	+5,732	New	+$530K	0.03%	704
2024 Q3	–	Sell	-11,479	Closed	-$1.15M	–	1805
2024 Q2	$1.15M	Buy	+11,479	New	+$1.28M	0.06%	434
2023 Q3	–	Sell	-13,126	Closed	-$1.25M	–	1598
2023 Q2	$1.25M	Buy	+13,126	New	+$1.19M	0.13%	221
2022 Q4	–	Sell	-7,015	Closed	-$500K	–	1346
2022 Q3	$500K	Buy	+7,015	New	+$571K	0.05%	540
2022 Q1	–	Sell	-2,195	Closed	-$209K	–	950
2021 Q4	$209K	Buy	+2,195	New	+$219K	0.05%	504

Other funds holding TNET

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM