Sell GE HealthCare (GEHC) stock to fund a goal
Calculator · free · no signup · GEHCNeed cash for a goal? Plan the minimum-tax schedule to sell your vested GE HealthCare (GEHC) shares and net a target amount by a target date, across tax years.
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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 | $109,654 | $111,723 | $111,788 | $118,699 |
| Wealth @ target | $718,258 | $716,076 | $713,344 | $710,913 |
| Chance of shortfall | <0.1% | 0% | 1.7% | 3.3% |
Feasible
$400,027 net by 08/01/27
Total tax: $109,654 (federal $58,856, state $36,063, NIIT $14,736)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/26/26 | 4,088 | $351,349 | $360,067 | |
| 03/31/27 | 4 | $359 | $360,430 | |
| 04/30/27 | 32 | $2,891 | $363,340 | |
| 05/31/27 | 100 | $9,088 | $372,468 | |
| 06/30/27 | 100 | $9,141 | $381,631 | |
| 07/31/27 | 100 | $9,196 | $390,828 | |
| 08/01/27 | 100 | $9,199 | $400,027 |
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 3,476 shares worth $410,758 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 HealthCare
GE HealthCare (GEHC) is a public Medical Device company, incorporated in Delaware and headquartered in Chicago, IL.
Last close: $64.29 per share (as of 2026-10-03).
Equity grants at GE HealthCare typically include restricted stock units (RSUs).
GE Healthcare Technologies, Inc., stylized GE HealthCare, is an American health technology company based in Chicago, Illinois. It operates four divisions: Medical imaging, which includes molecular imaging, computed tomography, magnetic resonance, women’s health screening and X-ray systems; Ultrasound; Patient Care Solutions, which is focused on remote patient monitoring, anesthesia and respiratory care, diagnostic cardiology, and infant care; and Pharmaceutical Diagnostics, which manufactures contrast agents and radiopharmaceuticals.
Source: Wikipedia (CC BY-SA 4.0)
Separated from General Electric in 2023, the company sells the imaging equipment that hospitals plan capital budgets around: MRI, CT, ultrasound, and the contrast agents used with them. Scanners are sold once and then serviced for a decade, so the installed base generates maintenance and software revenue long after the sale. Hospital capital spending cycles, not patient volumes, set order rates. Employees held General Electric awards that converted at separation, an event that resets both cost basis and holding period. Headquarters are in Chicago.
Sources: sec.gov · en.wikipedia.org
Equity comp at GE HealthCare
- GE HealthCare uses a modified single trigger structure. If an acquirer assumes, continues, or substitutes your outstanding RSUs, options, and PSUs in a merger, they keep vesting on the normal schedule, and accelerated vesting only happens if you are then let go without cause or resign for good reason (a true double trigger). But if the acquirer does not assume or replace your awards, everything vests immediately and fully at the deal close, with no termination required. Non-employee director RSUs are a separate case: they vest at the earlier of the next annual meeting, a change in control, or the director's death or disability, regardless of termination.
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
Researched 2026-08-23.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by GE HealthCare.
If you hold vested GE HealthCare (GEHC) 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.
Example: a 5,000-share GEHC position at $64.29 is worth $321,450. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All GE HealthCare tools → · Use the generic Stock Sale Funding Calculator for any company.
GE HealthCare equity questions
- How much GEHC 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 GEHC 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 HealthCare grant ISOs, NSOs, or RSUs?
- Equity compensation at GE HealthCare typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do GE HealthCare RSUs use double-trigger vesting?
- Yes. GE HealthCare restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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OptionsAhoy plans your GE HealthCare equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.