Trinet shares owned by Creative Planning
Historical chart of Creative Planning investment in Trinet
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All positions including Trinet held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Trinet by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 21k | 59.13 |
| 2025-09-30 | $1.1M | 17k | 66.89 |
| 2025-06-30 | $873k | 12k | 73.14 |
| 2025-03-31 | $959k | 12k | 79.24 |
| 2024-12-31 | $668k | 7.4k | 90.77 |
| 2024-09-30 | $432k | 4.5k | 96.96 |
| 2024-06-30 | $356k | 3.6k | 100.00 |
| 2024-03-31 | $291k | 2.2k | 132.49 |
| 2017-06-30 | $5.0k | 165 | 30.30 |
| 2017-03-31 | $3.0k | 105 | 28.57 |
| 2016-09-30 | $43k | 2.0k | 21.50 |
| 2016-06-30 | $42k | 2.0k | 21.00 |
| 2016-03-31 | $29k | 2.0k | 14.50 |
| 2015-03-31 | $4.0k | 100 | 40.00 |
| 2014-12-31 | $19k | 600 | 31.67 |
| 2014-09-30 | $3.0k | 100 | 30.00 |