Wealth Enhancement Advisory Services
HAPN

Wealth Enhancement Advisory Services’s Happen Inc HAPN Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q3 		– Sell
-10,081
Closed -$127K – 3646
2025
Q2 		$127K Sell
10,081
-5,536
-35% -$57.5K ﹤0.01% 3097
2025
Q1 		$161K Buy
+15,617
New +$209K ﹤0.01% 2671

Other funds holding HAPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's HAPN Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Happen Inc (HAPN) in Q3 2025, closing a stake of 10,081 shares — an estimated $127K sold.

Wealth Enhancement Advisory Services first reported a position in HAPN in Q1 2025 and held it in 2 quarters. The position peaked at $161K in Q1 2025. 241 funds tracked by Wall St. Rank hold HAPN as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Happen Inc position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,081 Happen Inc shares in Q3 2025, an estimated $127K.
  • Wealth Enhancement Advisory Services first reported a position in Happen Inc in Q1 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Happen Inc position peaked at $161K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held Happen Inc as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.