Realta Investment Advisors’s Joby Aviation JOBY Stock Holding History

Realta Investment 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 Q3	$188K	Buy	31,000 +7,465	+32%	+$54.2K	0.05%	212
2026 Q2	$210K	Buy	23,535 +2,500	+12%	+$24.2K	0.07%	206
2026 Q1	$174K	Buy	+21,035	New	+$237K	0.06%	204
2024 Q2	–	Sell	-18,400	Closed	-$98.6K	–	804
2024 Q1	$98.6K	Buy	+18,400	New	+$104K	0.02%	482

Other funds holding JOBY

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Realta Investment Advisors's JOBY Position: Q3 2026 in Review

Realta Investment Advisors increased its Joby Aviation (JOBY) stake by 32% in Q3 2026, buying an estimated $54.2K and bringing the position to 31,000 shares worth $188K. The position accounts for 0.05% of the portfolio, ranked #212.

Realta Investment Advisors first reported a position in JOBY in Q1 2024 and has held it in 4 quarters since. The position peaked at $210K in Q2 2026. 39 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

Realta Investment Advisors held 31,000 shares of Joby Aviation worth $188K as of Q3 2026.
Realta Investment Advisors bought 7,465 Joby Aviation shares in Q3 2026, an estimated $54.2K.
Joby Aviation made up 0.05% of Realta Investment Advisors's portfolio in Q3 2026, its #212 holding.
Realta Investment Advisors first reported a position in Joby Aviation in Q1 2024 and has held it in 4 quarters since.
Realta Investment Advisors's Joby Aviation position peaked at $210K in Q2 2026.
39 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.