GE Vernova (GEV) Stock Concentration Calculator
Calculator · free · no signup · GEVQuantify GE Vernova 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 Vernova
GE Vernova (GEV) is a public Industrial company, incorporated in Delaware and headquartered in Cambridge, MA.
Last close: $1,004.53 per share (as of 2026-08-19).
Equity grants at GE Vernova typically include restricted stock units (RSUs).
GE Vernova, Inc. is an energy equipment manufacturing and services company headquartered in Cambridge, Massachusetts. The company operates through three main segments: Power, which designs, manufactures, and services gas, nuclear, hydro, and steam technologies; Wind, which provides onshore and offshore wind turbines and blades; and Electrification, which offers grid solutions, power conversion, solar and storage solutions, and digital technologies for the transmission, distribution, and management of electricity.
Source: Wikipedia (CC BY-SA 4.0)
General Electric separated its energy businesses in 2024, combining gas turbines, grid equipment, and wind into a single company at a moment when electricity demand began rising after two flat decades. Gas turbines and grid equipment have order backlogs stretching years, while the wind segment has absorbed losses on contracts signed before costs rose. Data-center load growth has changed the demand outlook for dispatchable generation. Employees carried General Electric awards through the separation, converting on terms set at the spin. Headquarters are in Cambridge, Massachusetts.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by GE Vernova.
If a meaningful share of your net worth sits in GEV, 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 GEV's option-implied volatility.
Example: 5,000 GEV shares at $1,004.53 is a $5,022,650 position. A 30% drawdown costs $1,506,795; a 50% drawdown costs $2,511,325; a 70% drawdown costs $3,515,855. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using GEV's option-implied volatility and your cost basis.
All GE Vernova tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
GE Vernova equity questions
- How much GEV 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 GEV position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does GE Vernova grant ISOs, NSOs, or RSUs?
- Equity compensation at GE Vernova typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your GE Vernova equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.