WPG Advisers, LLC NBXG — NEUBERGER BERMAN NEXT GENERA

Ownership history in WPG Advisers, LLC  ·  7 quarters on record

AI Ownership Summary

WPG Advisers, LLC reported NEUBERGER BERMAN NEXT GENERA (NBXG) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows NBXG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NBXG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WPG Advisers, LLC's position in NEUBERGER BERMAN NEXT GENERA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

NBXG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NBXG stock page WPG Advisers, LLC fund profile WPG Advisers, LLC full holdings
How WPG Advisers, LLC held NBXG — position size vs. price
% of Fund (quarterly)    NBXG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,568 +162 +11.5% 0.01% $25K 2026-10-27 $14.90
2026 Q2 UNCHANGED — — — 1,406 — 0% 0.01% $23K 2026-08-06 $14.68
2026 Q1 ADDED — — — 1,406 +691 +96.6% 0.01% $18K 2026-04-30 $13.91
2025 Q4 ADDED — — — 715 +130 +22.2% 0.01% $10K 2026-01-28 $13.42
2025 Q3 ADDED — — — 585 +7 +1.2% 0.01% $9K 2025-10-29 $13.79
2025 Q2 REDUCED — — — 578 -9 -1.5% 0.01% $8K 2025-08-11 $13.10
2025 Q1 INITIATED — — — 587 — — 0.01% $7K 2025-05-15 $11.60

🏢 Other funds also holding NBXG

As of 2026 Q3 — sorted by position size

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.88% Matisse Capital 3Y 7Y 0.8% Noble Wealth Management PBC 0.25% DECISION INVESTMENTS, INC 0.21% ACCREDITED INVESTOR SERVICES, LLC 0.16% KINGSWOOD WEALTH ADVISORS, LLC 3Y 0.05% PRAIRIE ADVISORY, LLC 0.04% Advisory Solutions Group, LLC 0.04% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.03% United Community Bank 0.01%

FAQ About WPG Advisers, LLC and NBXG

These are the practical questions this page is built to answer before you even open the full history table.

How long has WPG Advisers, LLC reported owning NBXG?

WPG Advisers, LLC reported NBXG across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported NBXG position in WPG Advisers, LLC's portfolio?

The largest reported portfolio weight for NBXG was 0.01% in 2026 Q2.

What is the latest reported NBXG position on this page?

The most recent filing on this page is 2026 Q3, when WPG Advisers, LLC reported 1,568 shares, equal to 0.01% of portfolio, with an estimated market value of $25K.

What does the chart on this NBXG ownership page compare?

The chart compares WPG Advisers, LLC's quarterly NBXG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WPG Advisers, LLC time their NBXG position?

Based on 13F filing dates vs. subsequent NBXG price moves, WPG Advisers, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on NBXG relative to SPY over the holding period was +504.9%.

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