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Wealth Dimensions Group’s Joby Aviation JOBY Stock Holding History

Wealth Dimensions Group’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
-20,000
Closed -$6.47K – 178
2025
Q3 		$6.47K Buy
20,000
+8,000
+67% +$122K ﹤0.01% 179
2025
Q2 		$4.14K Buy
+12,000
New +$86.8K ﹤0.01% 172

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Dimensions Group's JOBY Position: Q4 2025 in Review

Wealth Dimensions Group sold out of Joby Aviation (JOBY) in Q4 2025, closing a stake of 3,031 shares — an estimated $48.9K sold.

Wealth Dimensions Group first reported a position in JOBY in Q2 2025 and held it in 2 quarters. The position peaked at $211K in Q2 2025. 501 funds tracked by Wall St. Rank hold JOBY as of Q4 2025.

  • Wealth Dimensions Group reported no remaining Joby Aviation position as of Q4 2025 after selling out during the quarter.
  • Wealth Dimensions Group sold 3,031 Joby Aviation shares in Q4 2025, an estimated $48.9K.
  • Wealth Dimensions Group first reported a position in Joby Aviation in Q2 2025 and held it in 2 quarters.
  • Wealth Dimensions Group's Joby Aviation position peaked at $211K in Q2 2025.
  • 501 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2025.

Based on Wealth Dimensions Group's 13F filing for Q4 2025, filed 13 Feb 2026.