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Neuberger Berman Next Genera shares owned by Creative Planning

Quarter-by-quarter ownership of Neuberger Berman Next Genera (NBXG) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Neuberger Berman Next Genera

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All positions including Neuberger Berman Next Genera held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neuberger Berman Next Genera by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $167k 11k 15.38

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Top funds holding Neuberger Berman Next Genera

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

View all funds holding Neuberger Berman Next Genera