Generation Essentials (TGE-WT) Invested Capital (2023 - 2025)

Generation Essentials (TGE-WT) recorded quarterly Invested Capital of $1.4 billion in Q4 2025, up 22215.38% quarter-over-quarter from $6.5 million in Q2 2025, and up 36.51% on a YoY basis from $1.1 billion in Q4 2024.

Generation Essentials (TGE-WT) Invested Capital (2023 - 2025) Analysis & Trends

Generation Essentials' Invested Capital history runs 3 years deep, the most recent figure standing at $1.4 billion for Q4 2025.

  • In Q4 2025, Invested Capital rose 36.51% year-over-year to $1.4 billion; the TTM figure through Dec 2025 stood at $1.4 billion (up 36.51% YoY), while the FY2025 annual figure was $1.4 billion, up 36.51% from the prior year.
  • Invested Capital was $1.4 billion for Q4 2025 at Generation Essentials, up from $6.5 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $1.4 billion in Q4 2025 to a low of $6.5 million in Q2 2025.
  • Historically, Invested Capital has averaged $707.7 million across 3 years, with a median of $688.3 million in 2023.
  • The sharpest annual moves came in 2024 and 2025: Invested Capital surged 235.68% in 2024, then soared 36.51% in 2025.
  • A 3-year view of Invested Capital shows it stood at $316.0 million in 2023, then soared by 235.68% to $1.1 billion in 2024, then soared by 36.51% to $1.4 billion in 2025.
  • The last three Invested Capital figures came in at $1.4 billion (Q4 2025), $6.5 million (Q2 2025), and $1.1 billion (Q4 2024), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Generation Essentials - - - 1.45 Bn

Historic Data

Download Data
DateValue
Dec 31, 2025 1.45 Bn
Jun 30, 2025 6.49 Mn
Dec 31, 2024 1.06 Bn
Dec 31, 2023 315.97 Mn