GWM
NBXG

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

Geneos 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
2025
Q3 		– Sell
-2,691
Closed -$39.3K – 2936
2025
Q2 		$39.3K Sell
2,691
-4,489
-63% -$57.6K ﹤0.01% 1707
2025
Q1 		$118K Buy
+7,180
New +$93.7K ﹤0.01% 1481

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Geneos Wealth Management's NBXG Position: Q3 2025 in Review

Geneos Wealth Management sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q3 2025, closing a stake of 2,691 shares — an estimated $39.3K sold.

Geneos Wealth Management first reported a position in NBXG in Q1 2025 and held it in 2 quarters. The position peaked at $118K in Q1 2025. 80 funds tracked by Wall St. Rank hold NBXG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,691 Neuberger Next Generation Connectivity Fund Inc shares in Q3 2025, an estimated $39.3K.
  • Geneos Wealth Management first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Neuberger Next Generation Connectivity Fund Inc position peaked at $118K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.