Golden State Wealth Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Golden State Wealth Management’s Portfolio CEV Stock Details CEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,000	Closed	-$90.7K	–	1698
2025 Q3	$90.7K	Hold	9,000	–	–	0.01%	533
2025 Q2	$87.2K	Hold	9,000	–	–	0.01%	517
2025 Q1	$90.2K	Hold	9,000	–	–	0.01%	474
2024 Q4	$90.4K	Buy	+9,000	New	+$94.6K	0.01%	452

Other funds holding CEV

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Golden State Wealth Management's CEV Position: Q4 2025 in Review

Golden State Wealth Management sold out of Eaton Vance California Municipal Income Trust (CEV) in Q4 2025, closing a stake of 9,000 shares — an estimated $90.7K sold.

Golden State Wealth Management first reported a position in CEV in Q4 2024 and held it in 4 quarters. The position peaked at $90.7K in Q3 2025. 33 funds tracked by Wall St. Rank hold CEV as of Q4 2025.

Golden State Wealth Management reported no remaining Eaton Vance California Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 9,000 Eaton Vance California Municipal Income Trust shares in Q4 2025, an estimated $90.7K.
Golden State Wealth Management first reported a position in Eaton Vance California Municipal Income Trust in Q4 2024 and held it in 4 quarters.
Golden State Wealth Management's Eaton Vance California Municipal Income Trust position peaked at $90.7K in Q3 2025.
33 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.