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New Wave Wealth Advisors’s Joby Aviation JOBY Stock Holding History

New Wave Wealth Advisors’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 		$290K Sell
32,500
-9,500
-23% -$91.8K 0.08% 173
2026
Q1 		$347K Buy
42,000
+41,530
+8,836% +$468K 0.12% 122
2025
Q4 		$127K Hold
470
– – 0.05% 178
2025
Q3 		$240K Buy
+470
New +$7.14K 0.09% 148

Other funds holding JOBY

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

New Wave Wealth Advisors's JOBY Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of Joby Aviation (JOBY) in Q1 2026, closing a stake of 19,889 shares — an estimated $224K sold.

New Wave Wealth Advisors first reported a position in JOBY in Q3 2025 and held it in 2 quarters. The position peaked at $314K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • New Wave Wealth Advisors reported no remaining Joby Aviation position as of Q1 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 19,889 Joby Aviation shares in Q1 2026, an estimated $224K.
  • New Wave Wealth Advisors first reported a position in Joby Aviation in Q3 2025 and held it in 2 quarters.
  • New Wave Wealth Advisors's Joby Aviation position peaked at $314K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.