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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

TNET holding history

Trinet Group, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TNET overviewAll 13F holders of TNETFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2023
Holdings of TNET by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,160−100.0%Sold outHolders
Q2 20253,160$231.2K<0.1%+541+20.7%AddedHolders
Q1 20252,619$207.6K<0.1%+2,619NewHolders
Q2 20240$00.0%−1,525−100.0%Sold outHolders
Q1 20241,525$202.0K<0.1%−12,236−88.9%ReducedHolders
Q4 202313,761$1.59M<0.1%+13,761NewHolders