Sell GE Vernova (GEV) stock to fund a goal
Calculator · free · no signup · GEVNeed cash for a goal? Plan the minimum-tax schedule to sell your vested GE Vernova (GEV) 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 Vernova
GE Vernova (GEV) is a public Industrial company, incorporated in Delaware and headquartered in Cambridge, MA.
Last close: $988.7 per share (as of 2026-10-03).
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
Equity comp at GE Vernova
- GE Vernova's RSU vesting is unusual: many grants pay out in two equal chunks on the second and third anniversaries of grant, with nothing vesting in year one, rather than the four-year annual schedule common at tech companies. Equity acceleration on a change in control is double trigger, not automatic. Under the company's Executive Change in Control Severance Benefits Policy, unvested time-based RSUs fully vest only if the employee is terminated without cause or resigns for good reason (a qualifying termination) within 24 months after a change in control, not upon the change in control by itself. Performance share units vest at target or actual performance, whichever is higher, under this same double-trigger condition.
- 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.
- Vesting schedule: RSUs typically vest in two equal installments on the second and third anniversaries of the grant date (no vesting in year one), rather than a standard four-year ratable schedule. Some grants instead use three equal annual installments..
Sources: sec.gov · sec.gov · sec.gov
Researched 2026-08-23.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by GE Vernova.
If you hold vested GE Vernova (GEV) 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 GEV position at $988.7 is worth $4,943,500. 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 Vernova tools → · Use the generic Stock Sale Funding Calculator for any company.
GE Vernova equity questions
- How much GEV 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 GEV 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 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.
- Do GE Vernova RSUs use double-trigger vesting?
- Yes. GE Vernova 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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One piece of the puzzle.
OptionsAhoy plans your GE Vernova equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.