GoalVest Advisory’s Joby Aviation JOBY Stock Holding History

GoalVest Advisory’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	–	Sell	-33,500	Closed	-$277K	–	536
2026 Q1	$277K	Hold	33,500	–	–	0.05%	127
2025 Q4	$442K	Buy	33,500 +700	+2%	+$10.7K	0.08%	109
2025 Q3	$529K	Buy	32,800 +12,300	+60%	+$187K	0.11%	91
2025 Q2	$216K	Buy	20,500 +1,000	+5%	+$7.24K	0.05%	123
2025 Q1	$117K	Buy	19,500 +1,500	+8%	+$11.2K	0.03%	141
2024 Q4	$146K	Buy	+18,000	New	+$119K	0.04%	132

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

GoalVest Advisory's JOBY Position: Q2 2026 in Review

GoalVest Advisory sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 33,500 shares — an estimated $277K sold.

GoalVest Advisory first reported a position in JOBY in Q4 2024 and held it in 6 quarters. The position peaked at $529K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

GoalVest Advisory reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 33,500 Joby Aviation shares in Q2 2026, an estimated $277K.
GoalVest Advisory first reported a position in Joby Aviation in Q4 2024 and held it in 6 quarters.
GoalVest Advisory's Joby Aviation position peaked at $529K in Q3 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.