Carson Wealth (CWM LLC)
HAPN

Carson Wealth (CWM LLC)’s Happen Inc HAPN Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$79.3K Buy
5,536
+3,661
+195% +$61.3K ﹤0.01% 3456
2025
Q4 		$36K Buy
1,875
+130
+7% +$2.3K ﹤0.01% 3832
2025
Q3 		$27K Buy
1,745
+138
+9% +$2.09K ﹤0.01% 3948
2025
Q2 		$19K Sell
1,607
-223
-12% -$2.32K ﹤0.01% 3947
2025
Q1 		$19K Buy
1,830
+405
+28% +$5.43K ﹤0.01% 3714
2024
Q4 		$23K Buy
1,425
+71
+5% +$1.05K ﹤0.01% 3346
2024
Q3 		$15K Buy
1,354
+197
+17% +$2.1K ﹤0.01% 3547
2024
Q2 		$10K Buy
1,157
+63
+6% +$539 ﹤0.01% 3550
2024
Q1 		$10K Hold
1,094
– – ﹤0.01% 3340
2023
Q4 		$10K Buy
1,094
+995
+1,005% +$6.25K ﹤0.01% 3186
2023
Q3 		$1K Buy
99
+70
+241% +$544 ﹤0.01% 4009
2023
Q2 		$0 Buy
29
+13
+81% +$104 ﹤0.01% 4331
2023
Q1 		$0 Hold
16
– – ﹤0.01% 4211
2022
Q4 		$0 Hold
16
– – ﹤0.01% 4119
2022
Q3 		$0 Hold
16
– – ﹤0.01% 4064
2022
Q2 		$0 Hold
16
– – ﹤0.01% 3963
2022
Q1 		$0 Buy
+16
New +$296 ﹤0.01% 3709

Other funds holding HAPN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HAPN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Happen Inc (HAPN) stake by 195% in Q1 2026, buying an estimated $61.3K and bringing the position to 5,536 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3456.

Carson Wealth (CWM LLC) first reported a position in HAPN in Q1 2022 and has held it in 17 quarters since. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,536 shares of Happen Inc worth $79.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,661 Happen Inc shares in Q1 2026, an estimated $61.3K.
  • Happen Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3456 holding.
  • Carson Wealth (CWM LLC) first reported a position in Happen Inc in Q1 2022 and has held it in 17 quarters since.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.