Carson Wealth (CWM LLC)
NBXG

Carson Wealth (CWM LLC)’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$297K Buy
23,088
+812
+4% +$11.1K ﹤0.01% 2391
2025
Q4 		$322K Buy
22,276
+24
+0.1% +$355 ﹤0.01% 2214
2025
Q3 		$342K Buy
22,252
+3,755
+20% +$55.7K ﹤0.01% 2018
2025
Q2 		$270K Hold
18,497
– – ﹤0.01% 1940
2025
Q1 		$227K Buy
18,497
+18,000
+3,622% +$235K ﹤0.01% 1840
2024
Q4 		$6K Hold
497
– – ﹤0.01% 4135
2024
Q3 		$6K Buy
497
+71
+17% +$878 ﹤0.01% 4017
2024
Q2 		$5K Buy
426
+126
+42% +$1.52K ﹤0.01% 3884
2024
Q1 		$4K Buy
+300
New +$3.46K ﹤0.01% 3771

Other funds holding NBXG

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM

Carson Wealth (CWM LLC)'s NBXG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 3.6% in Q1 2026, buying an estimated $11.1K and bringing the position to 23,088 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Carson Wealth (CWM LLC) first reported a position in NBXG in Q1 2024 and has held it in 9 quarters since. The position peaked at $342K in Q3 2025. 91 funds tracked by Wall St. Rank hold NBXG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,088 shares of Neuberger Next Generation Connectivity Fund Inc worth $297K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 812 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2026, an estimated $11.1K.
  • Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2391 holding.
  • Carson Wealth (CWM LLC) first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Neuberger Next Generation Connectivity Fund Inc position peaked at $342K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.