CWM
NBXG

Cornerstone Wealth Management’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Cornerstone Wealth Management’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
Q2 		$2.34M Buy
141,404
+4,546
+3% +$69.5K 0.1% 194
2026
Q1 		$1.76M Buy
136,858
+2,331
+2% +$31.9K 0.09% 208
2025
Q4 		$1.94M Buy
134,527
+4,750
+4% +$70.2K 0.1% 189
2025
Q3 		$2M Buy
129,777
+1,419
+1% +$21K 0.11% 172
2025
Q2 		$1.87M Buy
128,358
+3,631
+3% +$46.6K 0.11% 163
2025
Q1 		$1.53M Buy
124,727
+14,749
+13% +$193K 0.1% 173
2024
Q4 		$1.4M Buy
109,978
+6,196
+6% +$80.6K 0.09% 174
2024
Q3 		$1.33M Buy
103,782
+740
+0.7% +$9.16K 0.09% 175
2024
Q2 		$1.33M Buy
103,042
+3,438
+3% +$41.5K 0.1% 164
2024
Q1 		$1.17M Buy
99,604
+6,991
+8% +$80.6K 0.09% 182
2023
Q4 		$1.01M Buy
92,613
+8,412
+10% +$87.7K 0.09% 194
2023
Q3 		$877K Buy
84,201
+13,878
+20% +$149K 0.08% 206
2023
Q2 		$767K Buy
70,323
+9,783
+16% +$98.9K 0.07% 226
2023
Q1 		$630K Buy
+60,540
New +$601K 0.06% 248
2022
Q3 		$468K Buy
+49,612
New +$524K 0.05% 270

Other funds holding NBXG

SCM
Saba Capital Management New York $3.9B AUM 12.9% 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
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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 $455M AUM 2.3% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Wealth Management's NBXG Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 3.3% in Q2 2026, buying an estimated $69.5K and bringing the position to 141,404 shares worth $2.34M. The position accounts for 0.1% of the portfolio, ranked #194.

Cornerstone Wealth Management first reported a position in NBXG in Q3 2022 and has held it in 15 quarters since. 103 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

  • Cornerstone Wealth Management held 141,404 shares of Neuberger Next Generation Connectivity Fund Inc worth $2.34M as of Q2 2026.
  • Cornerstone Wealth Management bought 4,546 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2026, an estimated $69.5K.
  • Neuberger Next Generation Connectivity Fund Inc made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Cornerstone Wealth Management first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q3 2022 and has held it in 15 quarters since.
  • 103 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.