DOSSIER · 13F Holders · Q2 2026
NBGNX

Neuberger Berman Genesis Fd.

2 institutions still hold Neuberger Berman Genesis Fd. as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 641224100·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$69K
visible holders
Holders
2
filers reporting
Concentration
82.53%
Westside Investment Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported NBGNX in Q2 2026. Westside Investment Management, Inc. leads at 82.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Westside Investment Management, Inc.
CIK 0001538383
$57K9280.01%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$12K2420.00%Q4 2025