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WCG Wealth Advisors’s Joby Aviation JOBY Stock Holding History

WCG 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 		$320K Sell
35,823
-3,644
-9% -$35.2K 0.01% 534
2026
Q1 		$326K Buy
39,467
+7,171
+22% +$80.8K 0.01% 501
2025
Q4 		$426K Buy
+32,296
New +$496K 0.01% 464

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

WCG Wealth Advisors's JOBY Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Joby Aviation (JOBY) stake by 9.2% in Q2 2026, selling an estimated $35.2K and leaving 35,823 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #534.

WCG Wealth Advisors first reported a position in JOBY in Q4 2025 and has held it in 3 quarters since. The position peaked at $426K in Q4 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • WCG Wealth Advisors held 35,823 shares of Joby Aviation worth $320K as of Q2 2026.
  • WCG Wealth Advisors sold 3,644 Joby Aviation shares in Q2 2026, an estimated $35.2K.
  • Joby Aviation made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #534 holding.
  • WCG Wealth Advisors first reported a position in Joby Aviation in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's Joby Aviation position peaked at $426K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.