Next Level Wealth Planning’s Joby Aviation JOBY Stock Holding History

Next Level Wealth Planning’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	$1.58K	Buy	+261	New	+$1.9K	﹤0.01%	474

Other funds holding JOBY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Next Level Wealth Planning's JOBY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Joby Aviation (JOBY) in Q3 2026: 261 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

245 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

Next Level Wealth Planning held 261 shares of Joby Aviation worth $1.58K as of Q3 2026.
Joby Aviation was a new Next Level Wealth Planning position in Q3 2026.
Joby Aviation made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #474 holding.
245 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.