Great Elm (GEG) Long-Term Investments (2020 - 2026)
Great Elm (GEG) recorded Long-Term Investments of $32.61 million in fiscal Q4 2026 (quarter ended Jun 30, 2026), down 46.2% from $60.61 million a year earlier but up 3.8% from the prior quarter.
Great Elm (GEG) Long-Term Investments (2020 - 2026) Analysis & Trends
Starting with fiscal Q4 2020, Great Elm's Long-Term Investments history includes 24 quarters.
- Annual Long-Term Investments has a five-year compound annual growth rate of 6.3% (FY2021 to FY2026).
- Across earlier fiscal years, Long-Term Investments came in at $60.61 million in FY2025 (+36.0%), $44.59 million in FY2024 (+36.7%), $32.61 million in FY2023 (-32.1%) and $48.04 million in FY2022 (+99.8%).
- Quarterly Long-Term Investments has ranged from $19.16 million in fiscal Q3 2022 to $60.61 million in fiscal Q4 2025 over the past five years.
- On a year-over-year basis, Long-Term Investments has declined for three consecutive quarters, with growth averaging 4.1% over the last eight quarters.
- Peak year-over-year performance for Long-Term Investments in the last five years was growth of 144.7% in fiscal Q2 2023, against a decline of 46.2% in fiscal Q4 2026 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $31.41 million (Q3 2026), $41.42 million (Q2 2026) and $55.45 million (Q1 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.06 Bn | 111.42 Bn | - | 15.14 Bn |
| 2 | Spdr Gold Trust | 134.74 Bn | -423.26 Bn | - | - |
| 3 | Blackstone | 84.49 Bn | 79.41 Bn | - | 34.59 Bn |
| 4 | Brookfield | 82.12 Bn | -83.26 Bn | 4.47 Bn | 58.52 Bn |
| 5 | Kkr | 81.93 Bn | 48.41 Bn | - | 316.77 Bn |
| 6 | Brookfield Asset Management | 71.19 Bn | 67.44 Bn | - | 10.36 Bn |
| 7 | Apollo Global Management | 65.87 Bn | 3.55 Bn | 10.56 Bn | 333.84 Bn |
| 8 | Wheaton Precious Metals | 60.57 Bn | 55.99 Bn | 687.86 Mn | 147.62 Mn |
| 9 | Franco Nevada | 45.46 Bn | 42.82 Bn | 451.00 Mn | 1.22 Bn |
| 10 | Great Elm | 64.32 Mn | -139.38 Mn | - | 32.61 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 32.61 Mn |
| Mar 31, 2026 | 31.41 Mn |
| Dec 31, 2025 | 41.42 Mn |
| Sep 30, 2025 | 55.45 Mn |
| Jun 30, 2025 | 60.61 Mn |
| Mar 31, 2025 | 47.96 Mn |
| Dec 31, 2024 | 49.92 Mn |
| Sep 30, 2024 | 47.56 Mn |
| Jun 30, 2024 | 44.59 Mn |
| Mar 31, 2024 | 38.24 Mn |
| Dec 31, 2023 | 39.31 Mn |
| Sep 30, 2023 | 37.87 Mn |
| Jun 30, 2023 | 32.61 Mn |
| Mar 31, 2023 | 35.10 Mn |
| Dec 31, 2022 | 54.54 Mn |
| Sep 30, 2022 | 40.62 Mn |
| Jun 30, 2022 | 48.04 Mn |
| Mar 31, 2022 | 19.16 Mn |
| Dec 31, 2021 | 22.29 Mn |
| Sep 30, 2021 | 24.01 Mn |
Great Elm Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=GEG&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "GEG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=GEG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();