Karpus Management, Inc. / NBXG
Karpus Management, Inc.’s Neuberger Next Generation Position
Does Karpus Management, Inc. own Neuberger Next Generation (NBXG)? Yes — 3.07M shares worth $39M (+1.23% of its 13F portfolio) as of Q1 2026, down from 3.08M shares the prior filed quarter.
Position Value
$39M
Q1 2026
Shares
3.07M
% of Portfolio
+1.23%
Quarters Held
18
currently held
Position History NBXG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.07M | $39M | +1.23% |
| Q4 2025 | 3.08M | $44M | +1.36% |
| Q3 2025 | 3.20M | $49M | +1.56% |
| Q2 2025 | 3.63M | $53M | +1.71% |
| Q1 2025 | 3.69M | $45M | +1.46% |
| Q4 2024 | 3.81M | $49M | +1.43% |
| Q3 2024 | 3.86M | $50M | +1.38% |
| Q2 2024 | 3.76M | $49M | +1.37% |
| Q1 2024 | 4.18M | $49M | +1.42% |
| Q4 2023 | 3.83M | $42M | +1.27% |
| Q3 2023 | 3.69M | $39M | +1.29% |
| Q2 2023 | 3.67M | $40M | +1.26% |
| Q1 2023 | 3.38M | $35M | +1.10% |
| Q4 2022 | 2.86M | $26M | +0.88% |
| Q3 2022 | 2.25M | $21M | +0.74% |
| Q2 2022 | 1.51M | $15M | +0.50% |
| Q1 2022 | 1.60M | $22M | +0.68% |
| Q4 2021 | 1.59M | $27M | +0.79% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Karpus Management, Inc.’s full portfolio or all institutional holders of NBXG.