SWGC
JOBY icon

Summit Wealth Group (Colorado)’s Joby Aviation JOBY Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,660
Closed -$387K – 444
2025
Q3 		$387K Buy
+1,660
New +$25.2K 0.04% 306

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
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
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Wealth Group (Colorado)'s JOBY Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Joby Aviation (JOBY) in Q4 2025, closing a stake of 1,660 shares — an estimated $387K sold.

Summit Wealth Group (Colorado) first reported a position in JOBY in Q3 2025 and held it in 1 quarter. The position peaked at $387K in Q3 2025. 501 funds tracked by Wall St. Rank hold JOBY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Joby Aviation position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,660 Joby Aviation shares in Q4 2025, an estimated $387K.
  • Summit Wealth Group (Colorado) first reported a position in Joby Aviation in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Joby Aviation position peaked at $387K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.