Wealth Enhancement Advisory Services
JOBY icon

Wealth Enhancement Advisory Services’s Joby Aviation JOBY Stock Holding History

Wealth Enhancement Advisory Services’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 		$413K Buy
53,518
+13,792
+35% +$133K ﹤0.01% 2873
2026
Q1 		$338K Sell
39,726
-6,876
-15% -$77.5K ﹤0.01% 2664
2025
Q4 		$760K Sell
46,602
-11,049
-19% -$170K ﹤0.01% 2148
2025
Q3 		$1.09M Buy
57,651
+19,863
+53% +$302K ﹤0.01% 1795
2025
Q2 		$399K Buy
37,788
+14,676
+63% +$106K ﹤0.01% 2388
2025
Q1 		$139K Buy
23,112
+8,185
+55% +$61.3K ﹤0.01% 2700
2024
Q4 		$121K Buy
+14,927
New +$99K ﹤0.01% 2787

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

Wealth Enhancement Advisory Services's JOBY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Joby Aviation (JOBY) stake by 35% in Q2 2026, buying an estimated $133K and bringing the position to 53,518 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

Wealth Enhancement Advisory Services first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 53,518 shares of Joby Aviation worth $413K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,792 Joby Aviation shares in Q2 2026, an estimated $133K.
  • Joby Aviation made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2873 holding.
  • Wealth Enhancement Advisory Services first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Joby Aviation position peaked at $1.09M in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.