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True Wealth Design, LLC → TNET
True Wealth Design, LLC TNET Position History
TriNet Group, Inc.
Quarters held
5
Latest value
$26K
Q3 2026
Peak value
$26K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6K |
| Q4 2025 | $296 |
| Q1 2026 | $5K |
| Q2 2026 | $20K |
| Q3 2026 | $26K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26K | 408 | — | — |
| Q2 2026 | $20K | 408 | — | — |
| Q1 2026 | $5K | 143 | — | — |
| Q4 2025 | $296 | 5 | — | — |
| Q3 2025 | $6K | 92 | — | — |