Cornerstone Wealth Management, LLC
Position in NBXG — Neuberger Next Generation Connectivity Fund Inc.
CIK 1674117
ST. PETERS, MO
Position in NBXG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,338,822
+$577,460 QoQ
Shares Held
141,404
+3.3% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#24
of 102 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NBXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $29,694,746 across 36 Asset Management names. NBXG ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
75,133 | $8,840,900 | |
| 2 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
This page
|
141,404 | $2,338,822 | |
| 3 | KF |
Korea Fund Inc
|
29,628 | $2,228,321 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
41,903 | $1,685,757 | |
| 5 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
116,577 | $1,182,090 | |
| 6 | CSWC |
Capital Southwest Corp
|
40,813 | $970,125 | |
| 7 | PFG |
Principal Financial Group Inc
|
8,406 | $905,998 | |
| 8 | PTY |
Pimco Corporate & Income Opportunity Fund
|
68,068 | $818,858 |
All Filings in NBXG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,338,822 | 141,404 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,761,362 | 136,858 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,942,569 | 134,527 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,995,970 | 129,777 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,874,026 | 128,358 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,527,905 | 124,727 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,401,119 | 109,978 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,331,523 | 103,782 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,330,272 | 103,042 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,170,347 | 99,604 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,012,260 | 92,613 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $877,374 | 84,201 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $767,223 | 70,323 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $630,221 | 60,540 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $468,337 | 49,612 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||