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CreativeOne Wealth’s Joby Aviation JOBY Stock Holding History

CreativeOne Wealth’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 		$314K Buy
35,250
+17,366
+97% +$168K 0.01% 967
2026
Q1 		$148K Sell
17,884
-4,709
-21% -$53K ﹤0.01% 1143
2025
Q4 		$298K Sell
22,593
-4,335
-16% -$66.5K 0.01% 947
2025
Q3 		$435K Sell
26,928
-1,320
-5% -$20K 0.01% 815
2025
Q2 		$298K Buy
28,248
+15,978
+130% +$116K 0.01% 918
2025
Q1 		$73.9K Sell
12,270
-25,850
-68% -$194K ﹤0.01% 1038
2024
Q4 		$310K Buy
38,120
+22,486
+144% +$149K 0.01% 863
2024
Q3 		$78.6K Buy
+15,634
New +$85K ﹤0.01% 931

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

CreativeOne Wealth's JOBY Position: Q2 2026 in Review

CreativeOne Wealth increased its Joby Aviation (JOBY) stake by 97% in Q2 2026, buying an estimated $168K and bringing the position to 35,250 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #967.

CreativeOne Wealth first reported a position in JOBY in Q3 2024 and has held it in 8 quarters since. The position peaked at $435K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • CreativeOne Wealth held 35,250 shares of Joby Aviation worth $314K as of Q2 2026.
  • CreativeOne Wealth bought 17,366 Joby Aviation shares in Q2 2026, an estimated $168K.
  • Joby Aviation made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #967 holding.
  • CreativeOne Wealth first reported a position in Joby Aviation in Q3 2024 and has held it in 8 quarters since.
  • CreativeOne Wealth's Joby Aviation position peaked at $435K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.