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Barnes Dennig Private Wealth Management’s Joby Aviation JOBY Stock Holding History

Barnes Dennig Private Wealth Management’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
2026
Q2 		$6.29K Hold
705
– – 0.01% 260
2026
Q1 		$5.82K Hold
705
– – 0.01% 262
2025
Q4 		$9.31K Hold
705
– – 0.01% 255
2025
Q3 		$11.4K Buy
+705
New +$10.7K 0.01% 223

Other funds holding JOBY

BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Barnes Dennig Private Wealth Management's JOBY Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Joby Aviation (JOBY) position steady in Q2 2026 at 705 shares worth $6.29K. The position accounts for 0.01% of the portfolio, ranked #260.

Barnes Dennig Private Wealth Management first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.4K in Q3 2025. 72 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 705 shares of Joby Aviation worth $6.29K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up 0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • Barnes Dennig Private Wealth Management's Joby Aviation position peaked at $11.4K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.