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Geneos Wealth Management’s Joby Aviation JOBY Stock Holding History

Geneos 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 		$20.1K Sell
2,255
-3,130
-58% -$30.2K ﹤0.01% 1797
2026
Q1 		$44.5K Buy
5,385
+2,630
+95% +$29.6K ﹤0.01% 1475
2025
Q4 		$36.4K Sell
2,755
-1,583
-36% -$24.3K ﹤0.01% 1514
2025
Q3 		$70K Buy
4,338
+1,683
+63% +$25.6K ﹤0.01% 1251
2025
Q2 		$28K Buy
2,655
+255
+11% +$1.84K ﹤0.01% 1873
2025
Q1 		$14.4K Sell
2,400
-400
-14% -$2.99K ﹤0.01% 2090
2024
Q4 		$22.8K Buy
+2,800
New +$18.6K ﹤0.01% 1670

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

Geneos Wealth Management's JOBY Position: Q2 2026 in Review

Geneos Wealth Management reduced its Joby Aviation (JOBY) stake by 58% in Q2 2026, selling an estimated $30.2K and leaving 2,255 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Geneos Wealth Management first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $70K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Geneos Wealth Management held 2,255 shares of Joby Aviation worth $20.1K as of Q2 2026.
  • Geneos Wealth Management sold 3,130 Joby Aviation shares in Q2 2026, an estimated $30.2K.
  • Joby Aviation made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1797 holding.
  • Geneos Wealth Management first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Joby Aviation position peaked at $70K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.