BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in NBXG — Neuberger Next Generation Connectivity Fund Inc.
CIK 1352860
BLUE BELL, PA
Position in NBXG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,173,861
+$2,135,501 QoQ
Shares Held
433,728
+10.8% QoQ
Ownership
0.551%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#15
of 102 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in NBXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $264,882,274 across 148 Asset Management names. NBXG ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAM |
General American Investors Co Inc
|
825,486 | $52,624,732 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
|
846,398 | $21,625,468 | |
| 3 | CET |
Central Securities Corp
|
385,055 | $20,196,134 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
429,902 | $14,797,226 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
674,729 | $12,462,244 | |
| 6 | RMT |
Royce Micro-Cap Trust, Inc.
|
659,921 | $9,661,243 | |
| 7 | ASA |
ASA Gold & Precious Metals Ltd
|
144,568 | $7,523,318 | |
| 8 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
This page
|
433,728 | $7,173,861 |
All Filings in NBXG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,173,861 | 433,728 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,038,360 | 391,481 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,207,656 | 360,641 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,881,150 | 317,370 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,300,853 | 294,579 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,438,807 | 280,719 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,282,741 | 257,672 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,253,281 | 175,626 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,580,984 | 122,462 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,235,089 | 105,114 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $898,380 | 82,194 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $589,990 | 56,621 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $551,107 | 50,514 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $358,260 | 34,415 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $291,203 | 32,018 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $266,132 | 28,192 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $162,846 | 16,416 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $291,875 | 20,923 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $203,828 | 11,782 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $45,724 | 2,399 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||