Cascade Wealth Advisors
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Cascade Wealth Advisors’s Joby Aviation JOBY Stock Holding History

Cascade 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
2026
Q3 		$208K Buy
+35,000
New +$254K 0.09% 67

Other funds holding JOBY

Toyota Motor Corp
Toyota Motor Corp Japan $777M AUM 56.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cascade Wealth Advisors's JOBY Position: Q3 2026 in Review

Cascade Wealth Advisors opened a new position in Joby Aviation (JOBY) in Q3 2026: 35,000 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #67 among its holdings.

310 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

  • Cascade Wealth Advisors held 35,000 shares of Joby Aviation worth $208K as of Q3 2026.
  • Joby Aviation was a new Cascade Wealth Advisors position in Q3 2026.
  • Joby Aviation made up 0.09% of Cascade Wealth Advisors's portfolio in Q3 2026, its #67 holding.
  • 310 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.