BAM
HAPN

Belpointe Asset Management’s Happen Inc HAPN Stock Holding History

Belpointe Asset Management’s Portfolio HAPN Stock Details HAPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,000
Closed -$180K – 1020
2025
Q2 		$180K Sell
15,000
-337
-2% -$3.5K 0.01% 891
2025
Q1 		$158K Sell
15,337
-1,805
-11% -$24.2K 0.01% 874
2024
Q4 		$208K Hold
17,142
– – 0.01% 796
2024
Q3 		$196K Buy
17,142
+732
+4% +$7.81K 0.01% 812
2024
Q2 		$139K Buy
16,410
+1,410
+9% +$12.1K 0.01% 744
2024
Q1 		$132K Hold
15,000
– – 0.01% 761
2023
Q4 		$131K Buy
+15,000
New +$94.3K 0.01% 683
2023
Q2 		– Sell
-3,500
Closed -$25.2K – 2114
2023
Q1 		$25.2K Hold
3,500
– – ﹤0.01% 2170
2022
Q4 		$30.8K Buy
+3,500
New +$36.1K ﹤0.01% 1893

Other funds holding HAPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Belpointe Asset Management's HAPN Position: Q3 2025 in Review

Belpointe Asset Management sold out of Happen Inc (HAPN) in Q3 2025, closing a stake of 15,000 shares — an estimated $180K sold.

Belpointe Asset Management first reported a position in HAPN in Q4 2022 and held it in 9 quarters. The position peaked at $208K in Q4 2024. 241 funds tracked by Wall St. Rank hold HAPN as of Q3 2025.

  • Belpointe Asset Management reported no remaining Happen Inc position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 15,000 Happen Inc shares in Q3 2025, an estimated $180K.
  • Belpointe Asset Management first reported a position in Happen Inc in Q4 2022 and held it in 9 quarters.
  • Belpointe Asset Management's Happen Inc position peaked at $208K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Happen Inc as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.