EP
HAPN icon

Essential Partners’s Happen Inc HAPN Stock Holding History

Essential Partners’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
Q3 		$724 Buy
49
+17
+53% +$310 ﹤0.01% 2288
2026
Q2 		$664 Sell
32
-668
-95% -$11.4K ﹤0.01% 2404
2026
Q1 		$10K Buy
700
+696
+17,400% +$11.7K ﹤0.01% 1254
2025
Q4 		$76 Buy
+4
New +$71 ﹤0.01% 2588

Other funds holding HAPN

MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's HAPN Position: Q3 2026 in Review

Essential Partners increased its Happen Inc (HAPN) stake by 53% in Q3 2026, buying an estimated $310 and bringing the position to 49 shares worth $724. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Essential Partners first reported a position in HAPN in Q4 2025 and has held it in 4 quarters since. The position peaked at $10K in Q1 2026. 9 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

  • Essential Partners held 49 shares of Happen Inc worth $724 as of Q3 2026.
  • Essential Partners bought 17 Happen Inc shares in Q3 2026, an estimated $310.
  • Happen Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2288 holding.
  • Essential Partners first reported a position in Happen Inc in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Happen Inc position peaked at $10K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.