Golden State Wealth Management’s Joby Aviation JOBY Stock Holding History

Golden State 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	$66.5K	Buy	7,450 +2,000	+37%	+$19.3K	0.01%	664
2026 Q1	$45K	Sell	5,450 -350	-6%	-$3.94K	﹤0.01%	711
2025 Q4	$76.6K	Buy	5,800 +450	+8%	+$6.91K	0.01%	583
2025 Q3	$86.3K	Buy	5,350 +200	+4%	+$3.04K	0.01%	543
2025 Q2	$54.3K	Sell	5,150 -1,000	-16%	-$7.24K	0.01%	623
2025 Q1	$37K	Buy	6,150 +1,000	+19%	+$7.49K	0.01%	656
2024 Q4	$41.9K	Buy	+5,150	New	+$34.1K	0.01%	610

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

Golden State Wealth Management's JOBY Position: Q2 2026 in Review

Golden State Wealth Management increased its Joby Aviation (JOBY) stake by 37% in Q2 2026, buying an estimated $19.3K and bringing the position to 7,450 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #664.

Golden State Wealth Management first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $86.3K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Golden State Wealth Management held 7,450 shares of Joby Aviation worth $66.5K as of Q2 2026.
Golden State Wealth Management bought 2,000 Joby Aviation shares in Q2 2026, an estimated $19.3K.
Joby Aviation made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #664 holding.
Golden State Wealth Management first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Joby Aviation position peaked at $86.3K in Q3 2025.
527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.