Physician Wealth Advisors’s Happen Inc HAPN Stock Holding History

Physician Wealth Advisors’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 Q2	$706	Buy	+34	New	+$579	﹤0.01%	1955

Other funds holding HAPN

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Physician Wealth Advisors's HAPN Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Happen Inc (HAPN) in Q2 2026: 34 shares worth $706. The stake represents ﹤0.01% of the portfolio and ranks #1955 among its holdings.

21 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

Physician Wealth Advisors held 34 shares of Happen Inc worth $706 as of Q2 2026.
Happen Inc was a new Physician Wealth Advisors position in Q2 2026.
Happen Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1955 holding.
21 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.