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Neuberger Berman Next Genera shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Neuberger Berman Next Genera (NBXG) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Neuberger Berman Next Genera

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

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Quarterly reported holdings in Neuberger Berman Next Genera by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $9.6k 650 14.81

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Fidelity Limited Term Bond Etf (FLTB)
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SPDR Russell 1000 Yield Focus Etf (ONEY)
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Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
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Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Neuberger Berman Next Genera

Saba Capital Management
Morgan Stanley
Karpus Investment Management
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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