GSWM
HAPN

Golden State Wealth Management’s Happen Inc HAPN Stock Holding History

Golden State Wealth 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
2026
Q1 		– Sell
-88
Closed -$1.67K – 1680
2025
Q4 		$1.67K Hold
88
– – ﹤0.01% 1421
2025
Q3 		$1.34K Hold
88
– – ﹤0.01% 1466
2025
Q2 		$1.06K Hold
88
– – ﹤0.01% 1427
2025
Q1 		$908 Buy
+88
New +$1.18K ﹤0.01% 1438

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

Golden State Wealth Management's HAPN Position: Q1 2026 in Review

Golden State Wealth Management sold out of Happen Inc (HAPN) in Q1 2026, closing a stake of 88 shares — an estimated $1.67K sold.

Golden State Wealth Management first reported a position in HAPN in Q1 2025 and held it in 4 quarters. The position peaked at $1.67K in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Golden State Wealth Management reported no remaining Happen Inc position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 88 Happen Inc shares in Q1 2026, an estimated $1.67K.
  • Golden State Wealth Management first reported a position in Happen Inc in Q1 2025 and held it in 4 quarters.
  • Golden State Wealth Management's Happen Inc position peaked at $1.67K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.