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Neuberger Berman Next Genera shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Neuberger Berman Next Genera

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neuberger Berman Next Genera by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 1.6k 14.44

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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