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Retirement Wealth Solutions’s Joby Aviation JOBY Stock Holding History

Retirement Wealth Solutions’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 		$1.24K Buy
205
+16
+8% +$116 ﹤0.01% 697
2026
Q2 		$1.69K Buy
189
+135
+250% +$1.3K ﹤0.01% 554
2026
Q1 		$447 Sell
54
-25
-32% -$282 ﹤0.01% 738
2025
Q4 		$1.04K Buy
79
+37
+88% +$568 ﹤0.01% 573
2025
Q3 		$678 Buy
+42
New +$638 ﹤0.01% 649

Other funds holding JOBY

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 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
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Retirement Wealth Solutions's JOBY Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Joby Aviation (JOBY) stake by 8.5% in Q3 2026, buying an estimated $116 and bringing the position to 205 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Retirement Wealth Solutions first reported a position in JOBY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.69K in Q2 2026. 19 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

  • Retirement Wealth Solutions held 205 shares of Joby Aviation worth $1.24K as of Q3 2026.
  • Retirement Wealth Solutions bought 16 Joby Aviation shares in Q3 2026, an estimated $116.
  • Joby Aviation made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #697 holding.
  • Retirement Wealth Solutions first reported a position in Joby Aviation in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Joby Aviation position peaked at $1.69K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.