HIW
NBXG

Holos Integrated Wealth’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Holos Integrated 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
2026
Q2 		$10.3K Hold
650
– – ﹤0.01% 262
2026
Q1 		$8.59K Hold
650
– – ﹤0.01% 267
2025
Q4 		$9.48K Hold
650
– – 0.01% 205
2025
Q3 		$9.74K Hold
650
– – 0.01% 195
2025
Q2 		$9.63K Hold
650
– – 0.01% 193
2025
Q1 		$7.96K Hold
650
– – 0.01% 203
2024
Q4 		$8.28K Buy
+650
New +$8.46K 0.01% 208

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

Holos Integrated Wealth's NBXG Position: Q2 2026 in Review

Holos Integrated Wealth held its Neuberger Next Generation Connectivity Fund Inc (NBXG) position steady in Q2 2026 at 650 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Holos Integrated Wealth first reported a position in NBXG in Q4 2024 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

  • Holos Integrated Wealth held 650 shares of Neuberger Next Generation Connectivity Fund Inc worth $10.3K as of Q2 2026.
  • Holos Integrated Wealth left its Neuberger Next Generation Connectivity Fund Inc share count unchanged in Q2 2026.
  • Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #262 holding.
  • Holos Integrated Wealth first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2024 and has held it in 7 quarters since.
  • 103 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.