Private Wealth Management Group’s Happen Inc HAPN Stock Holding History

Private Wealth Management Group’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	$2.34K	Hold	158	–	–	﹤0.01%	1134
2026 Q2	$3.28K	Hold	158	–	–	﹤0.01%	992
2026 Q1	$2.26K	Hold	158	–	–	﹤0.01%	1046
2025 Q4	$2.99K	Hold	158	–	–	﹤0.01%	946
2025 Q3	$2.4K	Hold	158	–	–	﹤0.01%	1051
2025 Q2	$1.9K	Hold	158	–	–	﹤0.01%	1098
2025 Q1	$1.63K	Hold	158	–	–	﹤0.01%	1119
2024 Q4	$2.56K	Hold	158	–	–	﹤0.01%	998
2024 Q3	$1.81K	Hold	158	–	–	﹤0.01%	1107
2024 Q2	$1.34K	Hold	158	–	–	﹤0.01%	1193
2024 Q1	$1.39K	Hold	158	–	–	﹤0.01%	1130
2023 Q4	$1.38K	Buy	+158	New	+$993	﹤0.01%	1148

Other funds holding HAPN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Private Wealth Management Group's HAPN Position: Q3 2026 in Review

Private Wealth Management Group held its Happen Inc (HAPN) position steady in Q3 2026 at 158 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Private Wealth Management Group first reported a position in HAPN in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.28K in Q2 2026. 143 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

Private Wealth Management Group held 158 shares of Happen Inc worth $2.34K as of Q3 2026.
Private Wealth Management Group left its Happen Inc share count unchanged in Q3 2026.
Happen Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1134 holding.
Private Wealth Management Group first reported a position in Happen Inc in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Happen Inc position peaked at $3.28K in Q2 2026.
143 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.