GE Aerospace (GE) Stock Concentration Calculator
Calculator · free · no signup · GEQuantify GE Aerospace concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About GE Aerospace
GE Aerospace (GE) is a public Aerospace/Defense company, incorporated in New York and headquartered in Evendale, OH.
Equity grants at GE Aerospace typically include restricted stock units (RSUs).
General Electric Company, is an American aircraft engine supplier that is headquartered in Evendale, Ohio, outside Cincinnati. It is the legal successor to the original General Electric Company founded in 1892, which split into three separate companies between November 2021 and April 2024, adopting the trade name GE Aerospace after divesting its healthcare and energy divisions.
Source: Wikipedia (CC BY-SA 4.0)
General Electric completed its three-way breakup in 2024, spinning off healthcare and energy and leaving the aviation business under the GE Aerospace name, with roots in Charles Curtis turbine work and the first American jet engine in 1942. CFM International, its joint venture with Safran, builds the LEAP engines on most narrowbody aircraft, and the installed base generates decades of spare parts and maintenance revenue that exceeds engine sales. Results follow flight hours more than aircraft deliveries. Headquarters are in Evendale, Ohio.
Sources: geaerospace.com · en.wikipedia.org
Equity comp at GE Aerospace
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by GE Aerospace.
If a meaningful share of your net worth sits in GE, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with GE's option-implied volatility.
All GE Aerospace tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
GE Aerospace equity questions
- How much GE stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your GE position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does GE Aerospace grant ISOs, NSOs, or RSUs?
- Equity compensation at GE Aerospace typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do GE Aerospace RSUs use double-trigger vesting?
- No. GE Aerospace restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your GE Aerospace equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.