Noble Wealth Management PBC’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Noble Wealth Management PBC’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
2026 Q3	$13.2K	Hold	1,300	–	–	0.01%	445
2026 Q2	$13.7K	Sell	1,300 -1,000	-43%	-$10.3K	0.01%	442
2026 Q1	$23.2K	Hold	2,300	–	–	0.01%	356
2025 Q4	$23.1K	Hold	2,300	–	–	0.01%	362
2025 Q3	$23.2K	Buy	+2,300	New	+$22.2K	0.01%	342
2025 Q1	$31.5K	Hold	3,140	–	–	0.02%	256
2024 Q4	$31.5K	Buy	+3,140	New	+$33K	0.02%	233

Other funds holding CEV

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Noble Wealth Management PBC's CEV Position: Q3 2026 in Review

Noble Wealth Management PBC held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q3 2026 at 1,300 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #445.

Noble Wealth Management PBC first reported a position in CEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.5K in Q4 2024. 8 funds tracked by Wall St. Rank hold CEV as of Q3 2026.

Noble Wealth Management PBC held 1,300 shares of Eaton Vance California Municipal Income Trust worth $13.2K as of Q3 2026.
Noble Wealth Management PBC left its Eaton Vance California Municipal Income Trust share count unchanged in Q3 2026.
Eaton Vance California Municipal Income Trust made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #445 holding.
Noble Wealth Management PBC first reported a position in Eaton Vance California Municipal Income Trust in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's Eaton Vance California Municipal Income Trust position peaked at $31.5K in Q4 2024.
8 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.