Bouvel Investment Partners’s Joby Aviation JOBY Stock Holding History

Bouvel Investment Partners’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 Q3	$1.52M	Buy	250,437 +821	+0.3%	+$5.96K	0.35%	71
2026 Q2	$2.23M	Buy	249,616 +123,691	+98%	+$1.2M	0.5%	60
2026 Q1	$1.04M	Buy	125,925 +3,818	+3%	+$43K	0.3%	66
2025 Q4	$1.61M	Sell	122,107 -559	-0.5%	-$8.58K	0.46%	63
2025 Q3	$1.98M	Buy	122,666 +2,555	+2%	+$38.8K	0.61%	59
2025 Q2	$1.27M	Sell	120,111 -2,036	-2%	-$14.7K	0.43%	61
2025 Q1	$614K	Sell	122,147 -1,715	-1%	-$12.8K	0.23%	75
2024 Q4	$1.01M	Buy	123,862 +1,715	+1%	+$11.4K	0.36%	65
2024 Q3	$614K	Buy	+122,147	New	+$664K	0.23%	75

Other funds holding JOBY

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Bouvel Investment Partners's JOBY Position: Q3 2026 in Review

Bouvel Investment Partners increased its Joby Aviation (JOBY) stake by 0.33% in Q3 2026, buying an estimated $5.96K and bringing the position to 250,437 shares worth $1.52M. The position accounts for 0.35% of the portfolio, ranked #71.

Bouvel Investment Partners first reported a position in JOBY in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q2 2026. 29 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

Bouvel Investment Partners held 250,437 shares of Joby Aviation worth $1.52M as of Q3 2026.
Bouvel Investment Partners bought 821 Joby Aviation shares in Q3 2026, an estimated $5.96K.
Joby Aviation made up 0.35% of Bouvel Investment Partners's portfolio in Q3 2026, its #71 holding.
Bouvel Investment Partners first reported a position in Joby Aviation in Q3 2024 and has held it in 9 quarters since.
Bouvel Investment Partners's Joby Aviation position peaked at $2.23M in Q2 2026.
29 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Bouvel Investment Partners's 13F filing for Q3 2026, filed 13 Oct 2026.