Sell GE Aerospace (GE) stock to fund a goal
Calculator · free · no signup · GENeed cash for a goal? Plan the minimum-tax schedule to sell your vested GE Aerospace (GE) shares and net a target amount by a target date, across tax years.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,597 | $111,639 | $111,883 | $118,769 |
| Wealth @ target | $719,068 | $716,894 | $714,464 | $712,031 |
| Chance of shortfall | <0.1% | 0% | 1.9% | 3.4% |
Feasible
$400,071 net by 08/01/27
Total tax: $109,597 (federal $58,819, state $36,048, NIIT $14,729)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/17/26 | 4,085 | $351,104 | $360,043 | |
| 03/31/27 | 4 | $360 | $360,406 | |
| 04/30/27 | 32 | $2,896 | $363,321 | |
| 05/31/27 | 100 | $9,103 | $372,466 | |
| 06/30/27 | 100 | $9,157 | $381,644 | |
| 07/31/27 | 100 | $9,212 | $390,857 | |
| 08/01/27 | 100 | $9,215 | $400,071 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,479 shares worth $411,873 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold 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 you hold vested GE Aerospace (GE) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
All GE Aerospace tools → · Use the generic Stock Sale Funding Calculator for any company.
GE Aerospace equity questions
- How much GE stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested GE shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- 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.
Find another companyAerospace/Defense peers
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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.