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Neuberger Berman Next Genera shares owned by Cooper/haims Advisors

Quarter-by-quarter ownership of Neuberger Berman Next Genera (NBXG) shares owned by Cooper/haims Advisors from 13F filings

Historical chart of Cooper/haims Advisors investment in Neuberger Berman Next Genera

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All positions including Neuberger Berman Next Genera held by Cooper/haims Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neuberger Berman Next Genera by Cooper/haims Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $192k 13k 14.44

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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Paychex (PAYX)
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Apple (AAPL)
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Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cooper/haims Advisors

Top funds holding Neuberger Berman Next Genera

Saba Capital Management
Karpus Investment Management
Lazard Asset Management
Brooklyn Capital Management
Wells Fargo & Company
Sit Investment Associates
City of London Investment Management Company
UBS Group
Capstone Investment Advisors
Penserra Capital Management
Royal Bank of Canada
Thomas J. Herzfeld Advisors
Wealth Enhancement Advisory Services
Blue Bell Private Wealth Management
Wolverine Asset Management

View all funds holding Neuberger Berman Next Genera