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Neuberger Berman Next Genera shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Neuberger Berman Next Genera (NBXG) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Neuberger Berman Next Genera

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Quarterly reported holdings in Neuberger Berman Next Genera by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $146k 10k 14.44
2025-09-30 $344k 22k 15.38
2025-06-30 $292k 20k 14.60

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)

View all positions for J.w. Cole 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