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DKM Wealth Management’s Joby Aviation JOBY Stock Holding History

DKM 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
Q3 		$62.3K Hold
10,300
– – 0.04% 68
2026
Q2 		$91.9K Hold
10,300
– – 0.06% 63
2026
Q1 		$85.1K Sell
10,300
-1,000
-9% -$11.3K 0.06% 64
2025
Q4 		$149K Hold
11,300
– – 0.11% 61
2025
Q3 		$182K Buy
+11,300
New +$172K 0.15% 53

Other funds holding JOBY

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 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
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

DKM Wealth Management's JOBY Position: Q3 2026 in Review

DKM Wealth Management held its Joby Aviation (JOBY) position steady in Q3 2026 at 10,300 shares worth $62.3K. The position accounts for 0.04% of the portfolio, ranked #68.

DKM Wealth Management first reported a position in JOBY in Q3 2025 and has held it in 5 quarters since. The position peaked at $182K in Q3 2025. 19 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

  • DKM Wealth Management held 10,300 shares of Joby Aviation worth $62.3K as of Q3 2026.
  • DKM Wealth Management left its Joby Aviation share count unchanged in Q3 2026.
  • Joby Aviation made up 0.04% of DKM Wealth Management's portfolio in Q3 2026, its #68 holding.
  • DKM Wealth Management first reported a position in Joby Aviation in Q3 2025 and has held it in 5 quarters since.
  • DKM Wealth Management's Joby Aviation position peaked at $182K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.