TWD
HAPN icon

True Wealth Design’s Happen Inc HAPN Stock Holding History

True Wealth Design’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 		$1.18K Hold
80
– – ﹤0.01% 1889
2026
Q2 		$1.66K Sell
80
-60
-43% -$1.02K ﹤0.01% 1769
2026
Q1 		$2K Buy
140
+60
+75% +$1K ﹤0.01% 1539
2025
Q4 		$1.52K Hold
80
– – ﹤0.01% 1558
2025
Q3 		$1.22K Hold
80
– – ﹤0.01% 1686
2025
Q2 		$963 Sell
80
-18
-18% -$187 ﹤0.01% 1476
2025
Q1 		$1.01K Buy
+98
New +$1.31K ﹤0.01% 1258

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

True Wealth Design's HAPN Position: Q3 2026 in Review

True Wealth Design held its Happen Inc (HAPN) position steady in Q3 2026 at 80 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

True Wealth Design first reported a position in HAPN in Q1 2025 and has held it in 7 quarters since. The position peaked at $2K in Q1 2026. 8 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

  • True Wealth Design held 80 shares of Happen Inc worth $1.18K as of Q3 2026.
  • True Wealth Design left its Happen Inc share count unchanged in Q3 2026.
  • Happen Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1889 holding.
  • True Wealth Design first reported a position in Happen Inc in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Happen Inc position peaked at $2K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.