GoalVest Advisory LLC JOBY — JOBY AVIATION INC COMMON STOCK

Ownership history in GoalVest Advisory LLC  ·  6 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported JOBY AVIATION INC COMMON STOCK (JOBY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2025 Q3. The latest visible filing shows JOBY at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JOBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GoalVest Advisory LLC's position in JOBY AVIATION INC COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JOBY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JOBY stock page GoalVest Advisory LLC fund profile GoalVest Advisory LLC full holdings
How GoalVest Advisory LLC held JOBY — position size vs. price
% of Fund (quarterly)    JOBY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 33,500 — 0% 0.05% $277K 2026-04-13 $8.52
2025 Q4 ADDED — — — 33,500 +700 +2.1% 0.08% $442K 2026-01-05 $16.04
2025 Q3 ADDED — — — 32,800 +12,300 +60.0% 0.11% $529K 2025-10-22 $15.47
2025 Q2 ADDED — — — 20,500 +1,000 +5.1% 0.05% $216K 2025-08-01 $17.16
2025 Q1 ADDED — — — 19,500 +1,500 +8.3% 0.03% $117K 2025-04-07 $5.58
2024 Q4 INITIATED — — — 18,000 — — 0.04% $146K 2025-01-17 $8.17

🏢 Other funds also holding JOBY

As of 2026 Q1 — sorted by position size

UDINE WEALTH MANAGEMENT, INC. 3Y 1.02% Bayforest Capital Ltd 0.34% Green Alpha Advisors, LLC 3Y 0.33% Bouvel Investment Partners, LLC 3Y 0.3% Ground Swell Capital, LLC 3Y 7Y 0.27% STEINBERGANNA WEALTH MANAGEMENT 0.18% Vanguard Capital Wealth Advisors 3Y 7Y 0.17% Elevate Capital Advisors, LLC 0.16% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.13% Nautilus Advisors LLC 0.1%

FAQ About GoalVest Advisory LLC and JOBY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GoalVest Advisory LLC reported owning JOBY?

GoalVest Advisory LLC reported JOBY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JOBY position in GoalVest Advisory LLC's portfolio?

The largest reported portfolio weight for JOBY was 0.11% in 2025 Q3.

What is the latest reported JOBY position on this page?

The most recent filing on this page is 2026 Q1, when GoalVest Advisory LLC reported 33,500 shares, equal to 0.05% of portfolio, with an estimated market value of $277K.

What does the chart on this JOBY ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly JOBY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GoalVest Advisory LLC time their JOBY position?

Based on 13F filing dates vs. subsequent JOBY price moves, GoalVest Advisory LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on JOBY relative to SPY over the holding period was +82.8%.

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