Arete Wealth Advisors’s Joby Aviation JOBY Stock Holding History

Arete Wealth Advisors’s Portfolio JOBY Stock Details JOBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-34,818	Closed	-$367K	–	788
2025 Q2	$367K	Buy	+34,818	New	+$252K	0.03%	501
2023 Q4	–	Sell	-24,397	Closed	-$157K	–	760
2023 Q3	$157K	Buy	+24,397	New	+$192K	0.03%	448

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

DAL

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

Arete Wealth Advisors's JOBY Position: Q3 2025 in Review

Arete Wealth Advisors sold out of Joby Aviation (JOBY) in Q3 2025, closing a stake of 34,818 shares — an estimated $367K sold.

Arete Wealth Advisors first reported a position in JOBY in Q3 2023 and held it in 2 quarters. The position peaked at $367K in Q2 2025. 461 funds tracked by Wall St. Rank hold JOBY as of Q3 2025.

Arete Wealth Advisors reported no remaining Joby Aviation position as of Q3 2025 after selling out during the quarter.
Arete Wealth Advisors sold 34,818 Joby Aviation shares in Q3 2025, an estimated $367K.
Arete Wealth Advisors first reported a position in Joby Aviation in Q3 2023 and held it in 2 quarters.
Arete Wealth Advisors's Joby Aviation position peaked at $367K in Q2 2025.
461 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.