Corient Private Wealth
NBXG

Corient Private Wealth’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-14,084
Closed -$217K – 2793
2025
Q3 		$217K Buy
14,084
+1,116
+9% +$16.5K ﹤0.01% 2309
2025
Q2 		$189K Sell
12,968
-1,178
-8% -$15.1K ﹤0.01% 2249
2025
Q1 		$173K Buy
14,146
+744
+6% +$9.71K ﹤0.01% 2104
2024
Q4 		$171K Sell
13,402
-3,971
-23% -$51.7K ﹤0.01% 2159
2024
Q3 		$223K Sell
17,373
-12,459
-42% -$154K ﹤0.01% 2174
2024
Q2 		$385K Buy
29,832
+1,167
+4% +$14.1K ﹤0.01% 1778
2024
Q1 		$336K Buy
+28,665
New +$330K ﹤0.01% 1831

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth's NBXG Position: Q4 2025 in Review

Corient Private Wealth sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q4 2025, closing a stake of 14,084 shares — an estimated $217K sold.

Corient Private Wealth first reported a position in NBXG in Q1 2024 and held it in 7 quarters. The position peaked at $385K in Q2 2024. 98 funds tracked by Wall St. Rank hold NBXG as of Q4 2025.

  • Corient Private Wealth reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 14,084 Neuberger Next Generation Connectivity Fund Inc shares in Q4 2025, an estimated $217K.
  • Corient Private Wealth first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q1 2024 and held it in 7 quarters.
  • Corient Private Wealth's Neuberger Next Generation Connectivity Fund Inc position peaked at $385K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.