CWC
NBXG

Carolinas Wealth Consulting’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Carolinas Wealth Consulting’s Portfolio NBXG Stock Details NBXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,295
Closed -$126K – 614
2025
Q1 		$126K Hold
10,295
– – 0.03% 216
2024
Q4 		$131K Hold
10,295
– – 0.03% 220
2024
Q3 		$132K Hold
10,295
– – 0.02% 220
2024
Q2 		$133K Buy
+10,295
New +$124K 0.03% 220

Other funds holding NBXG

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carolinas Wealth Consulting's NBXG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q2 2025, closing a stake of 10,295 shares — an estimated $126K sold.

Carolinas Wealth Consulting first reported a position in NBXG in Q2 2024 and held it in 4 quarters. The position peaked at $133K in Q2 2024. 79 funds tracked by Wall St. Rank hold NBXG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10,295 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2025, an estimated $126K.
  • Carolinas Wealth Consulting first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Neuberger Next Generation Connectivity Fund Inc position peaked at $133K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.